East Coast Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Clients may also opt for an hourly fee of $325.00 per hour.”

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

How East Coast Wealth Management, Inc. bills

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

• “The client can determine to engage ECWM to provide discretionary and/or nondiscretionary investment advisory services on a negotiable fee basis.”
• “In addition, similar advisory services may be available from other investment advisers for similar or lower fees. 6 Fees are paid quarterly or monthly, in arrears or in advance, as dictated by the terms of the client’s Investment Advisory Agreement.”
• “For clients who are billed in arrears, fees are calculated based on account values as of the last day of the billing period.”

How East Coast Wealth Management, Inc.’s fees compare

• Its hourly rate of $325 is above the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Florham Park that publish an hourly rate charge less.

About East Coast Wealth Management, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

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

201

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$152,987,459

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

136155

Website

eastcoastwealth.com (opens in new tab)

Phone

(973) 396-8626

Can advise clients in 5 states: Connecticut, Florida, New Jersey, New York, Texas

Other planners in Florham Park that publish fees

• Bodnar Financial Advisors, Inc.Florham Park$450/hr, $500⁠-⁠$9,500
• Meridian Atlas PlanningFlorham Park$200/hr, $25,000
• 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

Compare all 3 planners in Florham Park