Heroic Financial LLC fees and pricing
Financial planner in Barnegat, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 13, 2023, Heroic Financial LLC charges $195 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 13, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $195/hr
“Services are offered based on an hourly fee of $195 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heroic Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial plans are due upon delivery of the completed plan.”
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”
- “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
How Heroic Financial LLC’s fees compare
- Its hourly rate of $195 is below the New Jersey median of $300. 10% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Heroic Financial LLC
“Help update accounts, review beneficiaries for retirement accounts and life insurance, provide a second look at your current estate planning documents, and prompt you to update your plan when the lega”
- Principal: Marc Morgan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly 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, pension consulting, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327809
- Phone
- (732) 600-0230
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.