Cadia Private Client LLC fees and pricing
Financial planner in Parsippany, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, Cadia Private Client LLC charges a flat or project fee of $10,000-$150,000 for financial planning.
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.
- Flat or project fee
- $10,000-$150,000
“The Advisor will charge a fixed fee for these services ranging from $10,000 to $150,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cadia Private Client LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be billed monthly or quarterly (“Billing Period”) in advance or arrears pursuant to the terms of the retirement plan advisory agreement.”
How Cadia Private Client LLC’s fees compare
- Its flat or project fee of $10,000-$150,000 is above the New Jersey median of $5,000. 98% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Parsippany that publish a flat or project fee charge less.
About Cadia Private Client LLC
- Firm size: 3 employees.
- Founded: 2018 (8 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% a year
- Clients
- 122
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $192,533,399
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337400
- Phone
- (973) 993-6300
Can advise clients in 2 states: New Jersey, Texas
Other planners in Parsippany that publish fees
- Leicht Financial Planning and Wealth ManagementParsippany$1,000-$1,800
- M.k. Byrne & Co. LLCParsippany$400, $10,000/yr
- Sax Wealth Advisors, LLCParsippany$300/hr, $2,500-$50,000
- Signet Financial Management, LLCParsippany$200-$250/hr, $1,500-$7,000
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.