Halberstadt Financial Consultants Inc fees and pricing

Financial planner in Princeton, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Halberstadt Financial Consultants Inc charges $345 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $345/hr; “Financial planning and consulting fees will be calculated based on a charge of $345.00 per hour.”

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

Its hourly rate of $345 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
6 of the 9 other planners in Princeton that publish an hourly rate charge less.

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: 3% a year
Minimum: $4,000 minimum fee (stated in brochure)
Clients: 157
Employees: 5
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $185,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 109462
Website: halberstadtfinancial.com (opens in new tab)
Phone: (609) 921-0180

Can advise clients in 2 states: New Jersey, Pennsylvania

Is something on this page wrong or out of date?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.