Bautis Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,200⁠-⁠$10,000/yr

“Assistance to loved ones - Gifting Strategies - Putting a caregiving plan together - How best to save for collect Tax Planning - Review of cost basis for client’s securities - Opportunities to harvest tax losses - Potential roth conversions - Health Savings and FSA analysis Other Factors - Does the client want us…”

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

How Bautis Financial, LLC bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid quarterly in arrears. 4 Payment of Financial Planning Fees Financial Planning fees are paid via check in arrears upon completion.”

How Bautis Financial, LLC’s fees compare

• Its annual fee of $1,200-$10,000 spans the New Jersey median of $6,318. 36% of the 47 other New Jersey planners that publish an annual fee charge less.
• 1 of the 2 other planners in Montclair that publish an annual fee charge less.

About Bautis Financial, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 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

275

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$197,360,737

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148582

Website

linkedin.com/in/marcbautis (opens in new tab)

Phone

(862) 205-5800

Can advise clients in 3 states: Florida, New Jersey, New York

Other planners in Montclair that publish fees

• Dowd Financial PlanningMontclair$1,500, $3,400⁠-⁠$13,600/yr
• Grosso Wealth Management LLCMontclairUp to $50,000
• Horicon Wealth ManagementMontclair$1,250/qtr
• Pullman WealthMontclair$3,000⁠-⁠$5,000
• RMR Wealth Builders, Inc.Montclair$150/mo, $1,500/yr

Compare all 7 planners in Montclair