Apostolic Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $350.”

Flat or project fee

$1,000⁠-⁠$3,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Apostolic Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in in advance, but never more than six months in advance.”

How Apostolic Financial Advisors, LLC’s fees compare

• Its hourly rate of $150-$350 spans the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the New Jersey median of $5,000. 18% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Apostolic Financial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

9

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

$5,725,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167490

Phone

(201) 264-5520

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

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