Freedom Found Financial fees
Financial planner in Towaco, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Freedom Found Financial (Towaco, NJ) charges $200 an hour, a flat or project fee of $4,000, and an annual fee of $6,000-$12,000 for financial planning.
- Website: freedomfoundfinancial.com (opens in new tab)
- Call (973) 588-7840
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the New Jersey median of $300; 6% of the 82 other planners in New Jersey that publish an hourly rate charge less.
“In addition, we charge an hourly fee of $200 for single subject financial planning/general consulting services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $4,000
Below the New Jersey median of $4,750; 45% of the 74 other planners in New Jersey that publish a flat or project fee charge less.
“For the initial construction of the financial plan we require a one-time advance payment in the amount of $4,000 in addition to our annual fee.”
- Annual fee
- $6,000-
$12,000/yr Runs from below the New Jersey median of $8,625 to above it.
“We charge one fixed fee for portfolio management and financial planning services, which generally ranges between $6,000-$12,000 annually.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Freedom Found Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your investment objectives and risk tolerance.”
- “Our annual portfolio management and financial planning fee is billed and payable in advance, based on the following table.”
- “If the agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Clients
- 38
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $69 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 19, 2026
- CRD number
- 306009 (opens in new tab)
- Phone
- (973) 588-7840
More planners in New Jersey that publish fees
- Vetter PlanningRandolphFlat $3,000-$12,000, Monthly $200-$1,500/mo
- Talisman Wealth Advisors, LLCMountainsideHourly $200-$400/hr, Flat $1,500-$10,000
- High Point Wealth Management, LLCChesterHourly $200-$250/hr, Flat up to $2,500
- Adviso WealthPrincetonHourly $300-$450/hr, Flat $500-$20,000
- Amber Wealth Advisors, LLCWoodland ParkHourly $300/hr, Flat $1,500-$7,500
- Panorama Financial LLCFair LawnHourly $175-$300/hr, Flat $1,800-$5,000
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.