Feldman Financial Services, LLC fees and pricing
Financial planner in Forked River, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 27, 2026, Feldman Financial Services, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“AND CONSULTING Financial Planning Services are offered based on an hourly rate of $200 and fixed fee of up to $1,200 based on complexity and unique Client needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Feldman Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial plans will be completed and delivered inside of thirty (30) days contingent upon delivery of all required documentation needed by FFS.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
How Feldman Financial Services, LLC’s fees compare
- Its hourly rate of $200 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.
- None of the 2 other planners in Forked River that publish an hourly rate charge less.
About Feldman Financial Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287685
- Phone
- (609) 242-5480
Other planners in Forked River that publish fees
- Davidson Wealth Management LLCForked River$250/hr, $1,000-$10,000
- Next Generation Wealth Planning, LLCForked River$1,000/hr, $20,000/yr
- 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
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.