Heritage Financial Counselors, LLC fees and pricing
Financial planner in Bedminster, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Heritage Financial Counselors, LLC charges a flat or project fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $15,000
“Flat fees will not exceed $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage Financial Counselors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis quarterly in advance, based upon the market value of such assets on the last day of the previous quarter, and are deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Heritage Financial Counselors, LLC’s fees compare
- Its flat or project fee of $15,000 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.
About Heritage Financial Counselors, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 143
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $235,870,466
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288232
- Phone
- (862) 579-2899
Can advise clients in 4 states: Florida, New Hampshire, New Jersey, New York
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/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Is something on this page wrong or out of date?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.