Bodnar Financial Advisors, Inc. fees and pricing
Financial planner in Florham Park, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Bodnar Financial Advisors, Inc. charges $450 an hour and a flat or project fee of $500-$9,500 for financial planning.
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.
- Hourly rate
- $450/hr
“Any refund of prepaid advisory fees or any fees due to BFA will be calculated based on BFA's time and work multiplied by the hourly rate of $450 per hour.”
- Flat or project fee
- $500-$9,500
“The Basic Plan, which will cost the Client a flat fee in a range of $500 - $1,000, The Comprehensive Plan, which will cost the Client a flat fee in a range of $1,250 - $2,500, The Combination Business Entity - Individual Plan, which will cost the Client a flat fee in a range of $1,500 - $9,500. 5 Fees are not…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bodnar Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be sent an invoice and fees are due in full upon receipt of an invoice.”
- “Fees are not negotiable in any manner or respect.”
- “Fees are due in arrears each year and will be invoiced typically in the first quarter of each year.”
How Bodnar Financial Advisors, Inc.’s fees compare
- Its hourly rate of $450 is above the New Jersey median of $300. 87% of the 174 other New Jersey planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Florham Park that publish an hourly rate charge less.
- Its flat or project fee of $500-$9,500 spans the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Bodnar Financial Advisors, Inc.
“The mission statement of Bodnar Financial is: "Helping clients work toward their life goals with a sense of financial confidence." BFA believes that every client should have a PERSONAL FINANCIAL PLAN (PFP) produced by a Certified Financial Planner Financial Planning and Consulting An efficient, productive and…”
- Firm size: 2 employees.
- Founded: 1990 (36 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129014
- Phone
- (973) 966-6939
Can advise clients in 6 states: Florida, North Carolina, New Jersey, New York, South Carolina, Virginia
Other planners in Florham Park that publish fees
- East Coast Wealth Management, Inc.Florham Park$325/hr
- Meridian Atlas PlanningFlorham Park$200/hr, $25,000
- 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
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.