Garden State Retirement Specialists, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis, and $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

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How Garden State Retirement Specialists, LLC bills

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

• “Clients selecting Advisor Managed Portfolios will pay a quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar quarter.”
• “Clients will receive a full account fee refund in the event of termination within five business days of execution of the Agreement.”
• “If you terminate after the first five days, the account fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”

How Garden State Retirement Specialists, LLC’s fees compare

• Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Garden State Retirement Specialists, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

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

2.75% a year

Clients

152

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$109,308,243

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128414

Phone

(732) 936-9641

Can advise clients in 3 states: Florida, New Jersey, New York

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000
• Iem Asset Management, LLCRed Bank$1,000⁠-⁠$1,075/hr, $1,000⁠-⁠$50,000

Compare all 18 planners in Red Bank