Condor Capital Wealth Management fees and pricing
Financial planner in Martinsville, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 15, 2026, Condor Capital Wealth Management charges $100-$300 an hour and a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“The Registrant may also, at its sole discretion, offer limited concierge services to is advisory clients, for an additional hourly fee ranging from $100 to $300 per hour.”
- Flat or project fee
- $500-$3,000
“AND CONSULTING SERVICES (STAND-ALONE) The Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $3,000 on a fixed fee basis, and from $200 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Condor Capital Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the value of the assets on the last business day of the previous quarter.”
- “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”
How Condor Capital Wealth Management’s fees compare
- Its hourly rate of $100-$300 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$3,000 is below the New Jersey median of $5,000. 17% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Condor Capital Wealth Management
“The Registrant provides discretionary and/or non-discretionary investment advisory services on a fee-only basis.”
- Firm size: 31 employees.
- Registered as an adviser: 1988 (38 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
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 869
- Employees
- 31
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $2,179,700,881
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 104920
- Phone
- (732) 356-7323
Can advise clients in 19 states: California, Colorado, Connecticut, District of Columbia, Florida, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington
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.