BPP Wealth Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$60/hr

“A fixed fee of $60 per hour is billed and payable after services are rendered.”

Flat or project fee

$3,000⁠-⁠$20,000

“These fees are largely determined by the scope and complexity of the agreed upon services and range from $3,000 to $20,000 on a fixed fee basis.”

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

How BPP Wealth Solutions, LLC bills

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

• “The specific terms and fee structure are negotiated in advance and set forth in the Agreement with BPP.”
• “Generally, BPP requires one-half of the financial planning fee payable upon execution of the Agreement and the balance due at the time the financial plan is delivered or the underlying services are rendered to completion.”
• “Fees are charged quarterly in advance based upon the asset values on the last day of the previous calendar quarter.”

How BPP Wealth Solutions, LLC’s fees compare

• Its hourly rate of $60 is below the New Jersey median of $300. 1% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$20,000 spans the New Jersey median of $5,000. 82% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About BPP Wealth Solutions, LLC

• Firm size: 6 employees.
• 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

1.55% a year

Clients

113

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$247,268,792

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166962

Website

facebook.com/bpp-wealth-solutions-llc-775338099207260 (opens in new tab)

Phone

(908) 442-7750

Can advise clients in 6 states: California, Colorado, Florida, New Jersey, New York, Texas

Other planners in Basking Ridge that publish fees

• Oaktree Financial Planning and ConsultingBasking Ridge$350/hr, $500
• 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

Compare all 417 planners in New Jersey