Artemis Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000 depending on the complexity.”

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

How Artemis Wealth Advisors bills

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

• “Clients may terminate the agreement without penalty, for full refund of AWAL’s fees, within five business days of signing the Financial Planning Agreement.”
• “Clients may select the method in which they are billed.”
• “Financial planning fees are paid via check.”

How Artemis Wealth Advisors’ fees compare

• Its flat or project fee of $500-$5,000 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Flemington that publish a flat or project fee charge less.

About Artemis Wealth Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

2% a year

Clients

165

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

$32,000,000

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

319184

Website

retirewithartemis.com (opens in new tab)

Phone

(844) 800-2783

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Flemington that publish fees

• Alliance Wealth Management Group, LLCFlemington$300⁠-⁠$750/hr, $3,500⁠-⁠$15,000
• Hearthstead Financial, LLCFlemington$650⁠-⁠$5,000
• Prestige Wealth Management Group, LLCFlemington$500⁠-⁠$750/hr, $3,500⁠-⁠$50,000
• Rand Financial Planning, LLCFlemington$10,000⁠-⁠$40,000/yr
• SG Securities, LLCFlemington$500/hr, $2,500

Compare all 6 planners in Flemington