Black Coral Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,500/yr

“In the event that a client who engages Black Coral to provide such financial planning and consulting services and non-discretionary investment consulting also seeks to engage Registrant to provide quarterly investment performance reporting relative to assets not managed by Black Coral, Black Coral may charge that…”

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

How Black Coral Financial Advisors, LLC bills

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

• “Unless otherwise indicated below, fees that are specified herein are negotiable or may be waived in Black Coral ’s discretion.”
• “Both the fee and fee adjustment are negotiable and may vary significantly based on the factors above.”
• “Both the fee and fee adjustment are negotiable and may vary significantly based on the factors cited above.”

How Black Coral Financial Advisors, LLC’s fees compare

• Its annual fee of $1,500 is below the New Jersey median of $6,318. 9% of the 47 other New Jersey planners that publish an annual fee charge less.

About Black Coral Financial Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Equity compensation
• Cash flow and budgeting

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

88

Employees

6

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$504,382,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

154623

Website

blackcoralfa.com (opens in new tab)

Phone

(973) 352-8600

Can advise clients in 12 states: Arizona, California, Florida, Georgia, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in New Jersey that publish fees

• 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
• Ahara AdvisorsJersey City$1,000/hr

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