Hartshorne Group, LLC fees and pricing

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

$250⁠-⁠$500/hr

“CyWealth’s financial planning fees are negotiable, but generally range from $5,000 to $25,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).”

Flat or project fee

$5,000⁠-⁠$25,000

From the same sentence as above.

Monthly fee

$2,500/mo

“Monthly fees do not typically exceed $2,500.”

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

How Hartshorne Group, LLC bills

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

• “CyWealth typically requires a retainer equal to one half the estimated planning fee at the time the Financial Analysis Agreement is executed, with the balance payable upon delivery of the financial plan.”
• “Upon completion of the initial financial planning services, CyWealth provides ongoing financial planning and consulting services on a fee basis to its clients.”
• “Clients paying monthly for ongoing family office or other ongoing services in advance will receive pro-rated refund for the final month of services.”

How Hartshorne Group, LLC’s fees compare

• Its hourly rate of $250-$500 spans the New Jersey median of $300. 75% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 6 of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$25,000 is above the New Jersey median of $5,000. 88% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Hartshorne Group, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2009 (17 years).

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

1.125% a year

Employees

5

Services reported to regulators

Financial planning and selecting other advisers

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150897

Phone

(732) 945-3830

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
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Iem Asset Management, LLCRed Bank$1,000⁠-⁠$1,075/hr, $1,000⁠-⁠$50,000

Compare all 18 planners in Red Bank