Angel Oak Financial Services LLC fees and pricing
Financial planner in Montvale, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Angel Oak Financial Services LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Angel Oak will charge an hourly fee of $250 for these services with a range of costs typically between $3,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Angel Oak Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, Angel Oak requires one-half of the financial planning/consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “Angel Oak’s annual fee shall be prorated and charged quarterly, in arrears, based upon the market value of the assets on the last business day of the previous quarter.”
How Angel Oak Financial Services LLC’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Angel Oak Financial Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 39
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,278,933
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175497
- Phone
- (914) 772-2050
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.