Esd Advisory Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 15, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Advisor may, al advisor's discretion, charge a consulting fee at the rate of $225 per hour or a flat fixed fee determined by advisor.”

Annual fee

$5,000/yr

“The minimum annual fee is $5,000 for portfolio values that fall below $1,000,000.”

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

How Esd Advisory Services Inc bills

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

• “Fees are calculated and billed annually and collected quarterly.”
• “The client may authorize ESD to deduct all applicable fees from client's account or may choose to pay by check.”
• “If the investment advisory fee has not been paid by check within 1 5 days of client's receipt of invoice, fee may be deducted.”

How Esd Advisory Services Inc’s fees compare

• Its hourly rate of $225 is below the New Jersey median of $300. 18% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the New Jersey median of $6,318. 30% of the 47 other New Jersey planners that publish an annual fee charge less.

About Esd Advisory Services Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

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

$5,000 minimum fee (stated in brochure)

Clients

23

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$41,998,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

104927

Phone

(301) 907-7774

Can advise clients in 1 state: Maryland

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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