Emissary Wealth fees and pricing
Financial planner in Hackensack, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Emissary Wealth charges $300 an hour and an annual fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Alternatively, Adviser may render financial planning services on an hourly basis at a rate of $300 per hour, subject to negotiation at Adviser’s discretion.”
- Annual fee
- $2,500-$20,000/yr
“Financial Planning and Consulting Services Adviser is compensated for financial planning services primarily by a fixed fee that typically ranges from $2,500 to $20,000 per year based on the complexity of a client’s financial situation and the specific services to be rendered by Adviser.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Emissary Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and each client’s specific fee schedule is included as part of the investment management and/or financial planning agreement signed by Adviser and the client.”
- “In certain circumstances, investment management fees may be deducted in arrears.”
- “Fixed financial planning fees are billed quarterly in advance, and hourly financial planning fees are billed monthly in arrears.”
How Emissary Wealth’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 2 other planners in Hackensack that publish an hourly rate charge less.
- Its annual fee of $2,500-$20,000 spans the New Jersey median of $6,318. 74% of the 47 other New Jersey planners that publish an annual fee charge less.
About Emissary Wealth
- Firm size: 6 employees.
- Registered as an adviser: 2021 (5 years).
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
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 229
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selecting other advisers
- Assets managed
- $185,055,983
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308002
- Phone
- (201) 853-9103
Can advise clients in 8 states: California, Connecticut, Florida, Massachusetts, North Carolina, New Jersey, New York, Texas
Other planners in Hackensack that publish fees
- Julien Planning, LLCHackensack$150/hr, $500-$5,000
- Revolve Wealth Partners, LLCHackensack$200-$4,500
- Thames Asset Management, IncHackensack$400/hr
- 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
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.