Financial Futures fees and pricing
Financial planner in Brielle, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 2, 2026, Financial Futures charges $300-$500 an hour and a quarterly fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“This fee is payable upon initial engagement The hourly rate for limited scope engagements is $300 - $500.”
- Quarterly fee
- $2,000/qtr
“The minimum quarterly fee is $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Futures bills
Payment and refund terms, quoted from the fee section of the brochure.
- “After the initial written financial plan is completed, on-going fees are billed quarterly, in arrears, meaning that we invoice you after the billing period has - 4Financial Futures Limited Liability Company ended.”
- “Payment in full is expected upon invoice presentation.”
- “The client must consent in advance to direct debiting of their account.”
How Financial Futures’ fees compare
- Its hourly rate of $300-$500 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Brielle that publish an hourly rate charge less.
About Financial Futures
“We provide personalized financial planning and investment management to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, CPA, and EA.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
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
- 0.25% a year
- Minimum
- $2,000 minimum fee (stated in brochure)
- Clients
- 204
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $270,479,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128900
- Phone
- (732) 722-7289
Can advise clients in 6 states: California, Florida, New Jersey, Nevada, New York, Pennsylvania
Other planners in Brielle that publish fees
- Sea Clear Financial Planning, LLCBrielle$250/hr, $5,000
- Shore Point Advisors, LLCBrielle$250/hr, $3,000
- 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.