Grosso Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $50,000

“Fixed fee rates range between $0 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Grosso Wealth Management LLC bills

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

• “Fees may be negotiable at our discretion.”
• “Because fees are paid in arrears, no refunds are due upon termination.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Grosso Wealth Management LLC’s fees compare

• Its flat or project fee of up to $50,000 spans the New Jersey median of $5,000. 91% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Montclair that publish a flat or project fee charge less.

About Grosso Wealth Management LLC

• Principal: Vincent Grosso
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$3,761,038

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323602

Website

grossowealth.com (opens in new tab)

Phone

(201) 497-4148

Can advise clients in 3 states: Connecticut, New Jersey, Virginia

Other planners in Montclair that publish fees

• Bautis Financial, LLCMontclair$1,200⁠-⁠$10,000/yr
• Dowd Financial PlanningMontclair$1,500, $3,400⁠-⁠$13,600/yr
• Horicon Wealth ManagementMontclair$1,250/qtr
• Pullman WealthMontclair$3,000⁠-⁠$5,000
• RMR Wealth Builders, Inc.Montclair$150/mo, $1,500/yr

Compare all 7 planners in Montclair