Family Wealth Partners LLC fees and pricing

Financial planner in Medford, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 13, 2026, Family Wealth Partners LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “In very limited situations where Family Wealth Partners is engaged solely for Financial Planning/Consulting, the firm’s financial planning and consulting fees are negotiable, but generally are $300 on an hourly rate basis depending upon the level and scope of the service(s) required and the professional(s)…”

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

“Alternatively, clients may elect to have Family Wealth Partners send an invoice for payment.”
“Family Wealth Partners’ fees are charged in arrears so that any termination date shall be prorated and deducted from any remaining balance charged to the client.”

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.

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: 1.5% a year
Clients: 222
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $130,937,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 304935
Phone: (609) 975-8389

Is something on this page wrong or out of date?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.