Caldwell Fairfield Advisors fees and pricing
Financial planner in Fairfield, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 30, 2026, Caldwell Fairfield Advisors charges $550 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $550/hr
“Registrant’s financial planning fees are negotiable, but generally $550.00 on an hourly basis, depending upon the level and scope of the services required and the professional rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Caldwell Fairfield Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Registrant may require that a portion of its financial planning fee be paid in advance.”
- “Upon termination, the Registrant shall refund any unearned portion of an advance financial planning fee.”
- “Conversely, any earned but previously unbilled financial planning fees shall be billed to the client upon termination.”
How Caldwell Fairfield Advisors’ fees compare
- Its hourly rate of $550 is above the New Jersey median of $300. 94% of the 174 other New Jersey planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Fairfield that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Caldwell Fairfield Advisors
“Prior to engaging Registrant to provide planning or consulting services, clients are generally required to enter into a Financial Planning and Consulting Agreement with Registrant setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided,…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124459
- Phone
- (973) 403-0400
Other planners in Fairfield that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- Cornerstone Planning GroupFairfield$100-$1,000/hr, $500-$100,000
- Granite Rose Wealth Alliance LLCFairfield$300/hr, $1,000-$10,000
- Key Client Fiduciary Advisors, LLCFairfield$25,000
- Strategic Family Wealth Counselors, L.L.C.Fairfield$2,500
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.