DTM Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$285/hr

“An hourly fee of $285 is charged by DTM Advisory Group LLC for financial planning services performed after the initial consultation under the client’s agreed upon arrangement.”

Flat or project fee

$750

“The charge for the initial consultation a flat fee of $750 billed at the time of the consultation.”

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

How DTM Advisory Group 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.”
• “You may terminate services within five (5) business days of entering into an agreement with DTM Advisory Group LLC without penalty and a full refund of any fees charged in advance.”
• “Fees charged for our asset management services are negotiable based on the type of client, the composition of the client's account (i.e., equities versus mutual funds), and the total amount of assets under management for the client.”

How DTM Advisory Group LLC’s fees compare

• Its hourly rate of $285 is below the New Jersey median of $300. 45% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $750 is below the New Jersey median of $5,000. 7% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About DTM Advisory Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• 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

1.25% a year

Clients

27

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$837,528

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288452

Website

dtmadvisorygroup.com (opens in new tab)

Phone

(732) 829-6834

Can advise clients in 2 states: New Jersey, New York

Other planners in Neptune that publish fees

• Pathways Financial PlanningNeptune$250/hr, $500⁠-⁠$800/mo
• 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

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