Avanti Wealth Management fees and pricing
Financial planner in Rutherford, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Avanti Wealth Management charges $600 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $600/hr
“The Advisor’s hourly fee will be billed at a rate of $600 per hour and may be negotiated at the discretion of the Advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avanti Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “One-fourth of the annual fee Avanti Wealth Management Page 6 is payable every three months in advance, based on the market value of portfolio assets of the account managed by the Advisor as of the end of the prior billing period.”
- “New account fees will be prorated from funding of the account to the end of the quarter.”
- “Hourly fee-based clients are billed monthly in arrears for the hours expended during the month.”
How Avanti Wealth Management’s fees compare
- Its hourly rate of $600 is above the New Jersey median of $300. 97% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Avanti Wealth Management
“Avanti Wealth Management (“Avanti” or “Advisor”) principal service is providing fee-based investment advisory services and financial planning services. Qualified Retirement Plan Advisory Services Avanti will offer pension consulting services to Qualified Plans.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 136
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $75,048,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 319737
- Phone
- (201) 729-3777
Can advise clients in 3 states: Florida, New Jersey, New York
Other planners in Rutherford that publish fees
- Compass Wealth Management, LLCRutherford$500/hr, $1,500-$2,500
- 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.