Cra Financial Services, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“These fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis and/or $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

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

How Cra Financial Services, L.L.C. bills

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

• “Generally, CRA requires one-half of the financial planning/consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Alternatively, clients may elect to have CRA send an invoice for payment.”

How Cra Financial Services, L.L.C.’s 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.
• Its flat or project fee of $1,000-$5,000 is below the New Jersey median of $5,000. 35% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Cra Financial Services, L.L.C.

• Firm size: 14 employees.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• Tax 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

1% a year

Clients

1,299

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

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

$1,693,368,017

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124004

Website

linkedin.com/company/crafinancialllc (opens in new tab)

Phone

(609) 380-3500

Can advise clients in 14 states: California, Delaware, Florida, Louisiana, Maryland, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, South Carolina, Texas, Virginia

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

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