Donald J. Bugdal & Associates fees and pricing
Financial planner in Mercerville, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Donald J. Bugdal & Associates charges a flat or project fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $350
“Meeting/Phone Time $ 350 Review and Preparation Time Including that spent on computer, review, preparation, and research efforts on client’s behalf $ 320 A per diem of $2,800 plus travel and expenses will be charged for consulting assignments which require a full day at a site away from the office.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Donald J. Bugdal & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are non-negotiable and clients are billed directly, usually on semi-annual or annual basis, for time that has been spent on their behalf during the billing period.”
- “Fees are never billed or collected in advance of work performed for clients.”
- “Miscellaneous Charges Clients will be billed for express mail charges incurred on their behalf.”
How Donald J. Bugdal & Associates’ fees compare
- Its flat or project fee of $350 is below the New Jersey median of $5,000. 2% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Donald J. Bugdal & Associates
“Bugdal & Associates was founded in 1983 to provide unbiased, comprehensive, and fee-only financial advisory services to individuals.”
- Firm size: 2 employees.
- Registered as an adviser: 1983 (43 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 76
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129677
- Phone
- (609) 737-1360
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.