Contrary Investment Advisors fees and pricing
Financial planner in Bloomfield, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 12, 2026, Contrary Investment Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees for Financial Planning services are invoiced at $300 per hour and are negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Contrary Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for both services are calculated and billed quarterly in arrears.”
- “Therefore, no prepaid fees are subject to refund.”
- “However, CGDF advisory fees are negotiable and may be reduced or waived entirely at Advisor's sole discretion.”
How Contrary Investment Advisors’ fees compare
- Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Contrary Investment Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.7% a year
- Clients
- 72
- Employees
- 1
- 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, and pension consulting
- Assets managed
- $104,041,782
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154958
- Phone
- (703) 560-0929
Can advise clients in 6 states: District of Columbia, Florida, Maryland, North Carolina, New Jersey, Virginia
Other planners in Bloomfield that publish fees
- Sarkor Financial AdvisorsBloomfield$350-$500/hr, $2,500-$4,000
- 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.