Dorchester Advisors LLC fees and pricing

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

$3,500⁠-⁠$10,000

“Two, fees for written financial plans, which typically range from $3,500 to $10,000, depending on their complexity.”

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

How Dorchester Advisors LLC bills

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

• “One, a negotiable hourly fee of up to $500 / hour and paid after the consultations.”
• “This invoice describes the formula used to calculate the fee, the amount of assets under management upon which the fee is based, and the time period covered by the fee. 6 Hourly fees are billed at the end of the month they were incurred.”
• “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”

How Dorchester Advisors LLC’s fees compare

• Its flat or project fee of $3,500-$10,000 spans the New Jersey median of $5,000. 64% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Dorchester Advisors LLC

• 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

• Insurance analysis
• Cash flow and budgeting

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

32

Employees

1

Works with

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

Services reported to regulators

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

Assets managed

$82,508,149

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154460

Website

dorchesteradvisors.com (opens in new tab)

Phone

(973) 671-1560

Can advise clients in 3 states: Michigan, New Jersey, New York

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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