Chuisano and Albert, L.L.C. fees and pricing

Financial planner in Old Bridge, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 19, 2022, Chuisano and Albert, L.L.C. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 19, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Neither the Registrant nor the client may assign the financial planning or investment advisory agreement without the prior written consent of the other party Registrant, when specifically engaged to provide either a comprehensive or a limited financial plan, will charge, on a fee-only basis, a fee of $150 per hour.”

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

“Fees are billed on a quarterly basis in advance.”
“Refunds of advance payments for clients who terminate are prorated based on the number of days of service provided during the quarter.”

Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 1998 (28 years).

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: 0.5% a year
Clients: 37
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 123358
Phone: (732) 360-0355

Is something on this page wrong or out of date?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.