Green Ridge Wealth Planning LLC fees
Financial planner in Montville, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 22, 2026, Green Ridge Wealth Planning LLC (Montville, NJ) charges a flat or project fee of $3,500-$25,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change.
- Flat or project fee
- $3,500-
$25,000 Runs from below the New Jersey median of $4,750 to above it.
“We charge a fixed fee for financial planning services, which generally ranges between $3,500-$25,000.”
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
- Yes
- Minimum
- None stated in the brochure
- Team size
- 11 employees
How Green Ridge Wealth Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 283
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $390 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 22, 2026
- CRD number
- 304236 (opens in new tab)
- Phone
- (973) 554-1770
Registered or notice filed in 6 states: California, Florida, New Hampshire, New Jersey, New York, Texas
More planners in New Jersey that publish fees
- Leatherback Investments LLCLakewoodFlat $5,000-$15,000
- High Point Wealth Management, LLCChesterHourly $200-$250/hr, Flat up to $2,500
- Pathways Financial PlanningAsbury ParkHourly $250/hr, Monthly $500-$800/mo
- Joint Financial LLCFranklin LakesFlat $5,000-$6,500, Monthly $350-$500/mo
- Eslami & Co. Wealth Management, LLCGlen RidgeHourly $400/hr, Flat $1,000-$15,000
- Caldwell Fairfield AdvisorsFairfieldHourly $550/hr
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.