Bonfrisco Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$500

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $250 and $500.”

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

How Bonfrisco Wealth Management LLC bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with three days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Bonfrisco Wealth Management LLC’s fees compare

• Its flat or project fee of $250-$500 is below the New Jersey median of $5,000. 2% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 4 other planners in Cherry Hill that publish a flat or project fee charge less.

About Bonfrisco Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 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

0.99% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166128

Phone

(856) 330-4908

Other planners in Cherry Hill that publish fees

• Co-Missions Financial PlanningCherry Hill$500/hr
• Dolcini Capital ManagementCherry Hill$300/hr, $1,250⁠-⁠$5,000
• MK3 Wealth LLCCherry Hill$400/hr, $1,000⁠-⁠$25,000
• S & a Financial Strategies & Services, LLCCherry Hill$350/hr, $1,500
• The Benchmark Group RIA Services, LLCCherry Hill$1,000⁠-⁠$7,500/mo
• Wealth Management Associates, Inc.Cherry Hill$150/hr, $100⁠-⁠$25,000

Compare all 8 planners in Cherry Hill