Barr CPA LLC fees
Financial planner in Ridgewood, New Jersey. Registered with state securities regulators.
Barr CPA LLC (Ridgewood, NJ) listed $150-$350 an hour and a flat or project fee of $500-$5,000 for financial planning in a Form ADV Part 2A brochure dated June 20, 2024, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated June 2024, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed June 20, 2024. Fees can change.
- Hourly rate
- $150-
$350/hr “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $350.”
- Flat or project fee
- $500-
$5,000 “Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $500 and $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the June 2024 brochure
- Also charges a % of assets
- No
- Minimum
- $200,000 in assets (stated in the brochure)
- Credentials held at the firm
- CPA
- Registered since
- 2014 (12 years)
How Barr CPA LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Tax Planning and consulting fees are invoiced upon completion of the work or upon deliverable.”
- “Fees for Advisory Services Payment in full is expected upon invoice presentation.”
- “Fees are paid in arrears upon completion.”
About Barr CPA LLC
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and flat or fixed fees
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 20, 2024
- CRD number
- 170878 (opens in new tab)
- Phone
- (201) 445-8711
Other planners in Ridgewood that publish fees
- Advisors Capital Management, LLCRidgewoodHourly $350-$500/hr
More planners in New Jersey that publish fees
- GenRise Wealth Advisors LLCMount LaurelHourly $225/hr
- RimacBayonneHourly $200-$450/hr, Flat $2,500-$15,000
- Angel Oak Financial Services LLCMontvaleHourly $250/hr
- Haddon Wealth Management, LLCHaddonfieldAnnual from $1,500/yr
- S.F. Ehrlich Associates, Inc.CranfordFlat $500-$5,000
- Capital B Advisory Services LLCMiddletownHourly $125/hr, Flat $485
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.