Astra Wealth Partners fees and pricing
Financial planner in Jersey City, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Astra Wealth Partners charges an annual fee of $7,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $7,200/yr
“Our asset-based fees are calculated based on the value of the client’s investments on the last market date of the respective quarter and are payable quarterly in arrears, subject to a minimum annual fee based on complexity starting at $7,200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Astra Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This means the assets in your investment portfolio will be billed at different levels according to the fee schedule above.”
- “We bill quarterly in arrears (meaning after services have been rendered).”
- “Advisory fees for partial quarters will be prorated based on the remaining days in the reporting period in which our firm services the account.”
How Astra Wealth Partners’ fees compare
- Its annual fee of $7,200 is above the New Jersey median of $6,318. 55% of the 47 other New Jersey planners that publish an annual fee charge less.
- 1 of the 2 other planners in Jersey City that publish an annual fee charge less.
About Astra Wealth Partners
- Firm size: 3 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- $7,200 minimum fee (stated in brochure)
- Clients
- 137
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers
- Assets managed
- $268,442,170
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321136
- Phone
- (800) 805-8740
Can advise clients in 4 states: Florida, New Jersey, New York, Texas
Other planners in Jersey City that publish fees
- Ahara AdvisorsJersey City$1,000/hr
- Aligning WealthJersey City$250/hr, $2,000-$40,000
- Ballaster FinancialJersey City$500-$5,000, $10,000/yr
- Ciro Capital LLCJersey City$500/hr
- Taurus FinancialJersey City$1,100-$2,000
- Westport AdvisoryJersey City$500/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.