Baron Financial Group LLC fees and pricing
Financial planner in Fair Lawn, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Baron Financial Group LLC charges a flat or project fee of $2,500 for financial planning.
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
- $2,500
“For clients with investment management, there will be an initial one-time planning fee of $2,500 which is waived if the initial Assets Under Management is $500,000 or greater.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Baron Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees will be charged in advance.”
- “Advisory fees are billed in advance at the beginning of each calendar quarter based upon the asset value of the client's account equity at the end of the previous quarter.”
- “The balance is due upon completion of the plan.”
How Baron Financial Group LLC’s fees compare
- Its flat or project fee of $2,500 is below the New Jersey median of $5,000. 24% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Baron Financial Group LLC
- Firm size: 9 employees.
- Registered as an adviser: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 306
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops
- Assets managed
- $369,113,175
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144234
- Phone
- (201) 791-6408
Can advise clients in 7 states: California, Florida, Illinois, New Jersey, New York, Pennsylvania, Texas
Other planners in Fair Lawn that publish fees
- Panorama Financial LLCFair Lawn$175-$300/hr, $1,800-$5,000
- 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.