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
Website
emissarywealth.com (opens in new tab)
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

Compare all 7 planners in Hackensack

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.