Atlas Private Wealth Advisors fees and pricing

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.

Flat or project fee

$500⁠-⁠$15,000

“Financial planning fees are generally payable by check to Atlas PWA, Inc. based on a fixed fee range from $500 to $15,000 depending on the particular complexities involved.”

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

How Atlas Private Wealth Advisors bills

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

• “If assets are deposited into or withdrawn from an account after the inception of a quarter, the Program Fee with respect to such assets will be prorated based on the number of days remaining in the quarter.”
• “The firm’s annual investment advisory fee shall be based upon a percentage (%) of the market value and type of assets placed under the firm’s management to be charged quarterly in advance.”
• “Clients may terminate the agreement without penalty for a full refund of the fees within five business days of signing the Investment Advisory Contract.”

How Atlas Private Wealth Advisors’ fees compare

• Its flat or project fee of $500-$15,000 spans the New Jersey median of $5,000. 67% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Atlas Private Wealth Advisors

• Firm size: 29 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Business owners

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

Minimum

No minimum stated in brochure

Clients

1,211

Employees

29

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$859,775,602

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283744

Website

facebook.com/atlasprivatewealthadvisors (opens in new tab)

Phone

(888) 996-2666

Can advise clients in 23 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington

Other planners in Red Bank that publish fees

• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000
• Iem Asset Management, LLCRed Bank$1,000⁠-⁠$1,075/hr, $1,000⁠-⁠$50,000

Compare all 18 planners in Red Bank