HFM Investment Advisors, LLC fees and pricing
Financial planner in Glassboro, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, HFM Investment Advisors, LLC charges $150 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
- $150/hr
“In the event of early termination, clients will be billed for services rendered based on an hourly rate of $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HFM Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, with the exception of accounts custodied at Betterment Securities which are paid quarterly in arrears.”
- “Accounts opened during a quarter will be calculated a pro-rata fee, based on the number of days the Account was open during the quarter, which will be assessed at the beginning of the first full calendar quarter that the Account is opened.”
- “The VA fee is charged quarterly in arrears and collected by TIAA on behalf of HFM.”
How HFM Investment Advisors, LLC’s fees compare
- Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.
About HFM Investment Advisors, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 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
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 532
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $404,097,894
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289103
- Phone
- (856) 232-2270
Can advise clients in 8 states: Colorado, Delaware, Florida, New Jersey, Pennsylvania, South Carolina, Texas, Virginia
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.