Co-Missions Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“By agreement, a Client may elect consulting at an hourly rate of $500.00.”

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

How Co-Missions Financial Planning bills

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

• “Financial planning advisory advisory fees are paid quarterly in arrears (the “billing period”), pursuant to the terms of the agreement.”
• “Ongoing engagements are billed monthly, quarterly, or annually in arrears.”
• “Investment Advisory Services Investment advisory fees are paid quarterly in arrears (the “billing period”), pursuant to the terms of the investment advisory agreement.”

How Co-Missions Financial Planning’s fees compare

• Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Cherry Hill that publish an hourly rate charge less.

About Co-Missions Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

0.75% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$2,295,839

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289227

Website

co-missions.com (opens in new tab)

Phone

(856) 528-2600

Other planners in Cherry Hill that publish fees

• Bonfrisco Wealth Management LLCCherry Hill$250⁠-⁠$500
• Dolcini Capital ManagementCherry Hill$300/hr, $1,250⁠-⁠$5,000
• MK3 Wealth LLCCherry Hill$400/hr, $1,000⁠-⁠$25,000
• S & a Financial Strategies & Services, LLCCherry Hill$350/hr, $1,500
• The Benchmark Group RIA Services, LLCCherry Hill$1,000⁠-⁠$7,500/mo
• Wealth Management Associates, Inc.Cherry Hill$150/hr, $100⁠-⁠$25,000

Compare all 8 planners in Cherry Hill