Cniv Financial Planning LLC fees and pricing
Financial planner in Marlboro, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Cniv Financial Planning LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Clients are billed at a fixed rate of $250.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cniv Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services CNIV FINANCIAL PLANNING fees are non-negotiable.”
- “Clients will be notified three (3) months in advance of any fee change.”
- “These fees will be discussed and negotiated in advance.”
How Cniv Financial Planning LLC’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners 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 Cniv Financial Planning LLC
“We provide advice to Clients who contact us directly and to Clients referred by other investment advisers, investment companies, financial planners, accountants, pension consultants, attorneys, and other professionals (“other Advisers”).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement 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, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325825
- Phone
- (732) 298-7593
Other planners in Marlboro that publish fees
- Stockade Wealth ManagementMarlboro$375/hr, $1,500-$15,000
- 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.