Concierge Financial Planning, LLC fees and pricing
Financial planner in Margate City, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 1, 2026, Concierge Financial Planning, LLC charges a flat or project fee of $4,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000-$6,000
“Fixed-fee engagements typically range from $4,000 to $6,000; a deposit of $500 or half the total fixed fee amount, whichever is greater, is charged in advance, and the balance is due upon delivery of the plan or advice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Concierge Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment requests will be preceded by our invoice.”
- “Fees are to be paid by Zelle, check, or draft from US-based financial institutions.”
- “The balance total fee will be due upon presentation of our invoice which coincides with the delivery of your plan or advice.”
How Concierge Financial Planning, LLC’s fees compare
- Its flat or project fee of $4,000-$6,000 spans the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Concierge Financial Planning, LLC
“The firm provides financial planning and investment advisory services that are customized to each client’s needs.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151258
- Phone
- (908) 543-4036
Other planners in New Jersey that publish fees
- 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
- Ahara AdvisorsJersey City$1,000/hr
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.