Cereus Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Client’s engaging the Advisor for an additional sixty minute coaching session are invoiced prior to or at the time of the coaching session in the amount of $300 per hour.”

Flat or project fee

$1,500

“College Planning Services / College Money Match College planning fees are invoiced $1,500 for this service. $500 due upon signing of an agreement, $500 due on November 1st of the Client’s student senior year of high school, and $500 due on February 1st of the year the Client’s student graduates from high school.”

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

How Cereus Financial Advisors, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Fees are negotiable based on the size and complexity of the services provided to the Plan.”

How Cereus Financial Advisors, LLC’s fees compare

• Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the New Jersey median of $5,000. 12% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Cereus Financial Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2015 (11 years).

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% a year

Clients

31

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

$39,063,576

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

279033

Website

franklinlakes.org/index.asp?SEC=84C09008-C4A1-46B4-9ABF-6FCA36735D8D&DE=130D60F4-36F5-4821-BCA5-915C9350D38E (opens in new tab)

Phone

(201) 848-6802

Can advise clients in 2 states: New Jersey, New York

Other planners in Franklin Lakes that publish fees

• Joint Financial LLCFranklin Lakes$5,000⁠-⁠$6,500
• 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