Bravias Financial fees and pricing
Financial planner in Iselin, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Bravias Financial charges a flat or project fee of $100-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$2,500
“The range for hourly financial planning is $100 to $350, while a flat fee for a financial plan generally falls within the scope of $1,000 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bravias Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Following the fee deduction by Schwab, BCG sends its invoice or statement to the client.”
- “Page 7 or billed directly for the advisory fee.”
- “Since fees are payable in arrears (as opposed to in advance), a refund of prepaid fees is not applicable.”
How Bravias Financial’s fees compare
- Its flat or project fee of $100-$2,500 is below the New Jersey median of $5,000. 11% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Bravias Financial
“The Firm provides discretionary investment management services and financial planning services to clients.”
- Firm size: 12 employees.
- Registered as an adviser: 2023 (3 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 439
- Employees
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $212,025,113
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289589
- Phone
- (732) 702-2600
Can advise clients in 13 states: California, Florida, Georgia, Maryland, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Iselin that publish fees
- Kevin M. Gibney and Company, LLCIselin$2,500-$250,000
- 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
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.