Asset Advisory Group, Inc. fees and pricing
Financial planner in Kinnelon, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 22, 2026, Asset Advisory Group, Inc. charges $50 an hour and a flat or project fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $50/hr
“Staff’s professional time is billed out at a rate of $50.00 per hour.”
- Flat or project fee
- $1,500-$15,000
“Fixed fees for full service generally range from $1,500.00 to $15,000.00 (hourly fees can also be arranged in certain circumstances).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Asset Advisory Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “An exact fee will be agreed upon in advance.”
- “The balance of such fees shall be due and payable upon delivery of the financial plan or financial advice.”
- “This fee 1 is due and payable upon presentation of the updated plan.”
How Asset Advisory Group, Inc.’s fees compare
- Its hourly rate of $50 is below the New Jersey median of $300. None of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$15,000 spans the New Jersey median of $5,000. 71% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Asset Advisory Group, Inc.
“Firm offers to provide full and hourly service financial planning (including an annual update service) and asset management services.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1994 (32 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
- 171
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $479,523,818
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106618
- Phone
- (973) 492-0808
Can advise clients in 6 states: California, Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Kinnelon that publish fees
- Stawnychy Financial Services, Inc.Kinnelon$500-$15,000
- 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
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.