Dolcini Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee is $300 per hour and is paid after the consultation.”

Flat or project fee

$1,250⁠-⁠$5,000

“Written financial plan fees range from $1,250 to $5,000, depending on the complexity of your financial situation.”

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

How Dolcini Capital Management bills

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

• “Half the fee is due in advance, the balance upon presentation of the plan.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”

How Dolcini Capital Management’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.
• 1 of the 4 other planners in Cherry Hill that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$5,000 is below the New Jersey median of $5,000. 37% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Cherry Hill that publish a flat or project fee charge less.

About Dolcini Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.4% a year

Clients

29

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118076

Website

dolcini.co (opens in new tab)

Phone

(856) 219-6949

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Cherry Hill that publish fees

• Bonfrisco Wealth Management LLCCherry Hill$250⁠-⁠$500
• Co-Missions Financial PlanningCherry Hill$500/hr
• MK3 Wealth LLCCherry Hill$400/hr, $1,000⁠-⁠$25,000
• S & a Financial Strategies & Services, LLCCherry Hill$350/hr, $1,500
• The Benchmark Group RIA Services, LLCCherry Hill$1,000⁠-⁠$7,500/mo
• Wealth Management Associates, Inc.Cherry Hill$150/hr, $100⁠-⁠$25,000

Compare all 8 planners in Cherry Hill