Denby Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$195/hr

“An hourly fee of $195 per hour is charged by Denby Financial Services for consulting services.”

Flat or project fee

$1,000

“Denby Financial Services charges a fixed fee of $1,000, which is specified in your financial planning agreement with Denby Financial Services.”

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

How Denby Financial Services, LLC bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, Denby Financial Services will prorate the final fee payment based on the number of days services are provided during the final period.”

How Denby Financial Services, LLC’s fees compare

• Its hourly rate of $195 is below the New Jersey median of $300. 10% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the New Jersey median of $5,000. 8% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Denby Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Equity compensation

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

Clients

26

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$3,954,573

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172764

Website

denbyfinancial.com (opens in new tab)

Phone

(201) 294-4769

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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