High Point Wealth Management, LLC fees and pricing
Financial planner in Chester, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, High Point Wealth Management, LLC charges $200-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$250/hr
“These fees are negotiable, but generally range up to $2,500 on a fixed fee basis and/or from $200 to $250 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How High Point Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, High Point Wealth requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “High Point Wealth’s annual fee is prorated and charged quarterly, in arrears, based upon the market value of the assets being managed by High Point Wealth on the last day of the previous quarter.”
How High Point Wealth Management, LLC’s fees compare
- Its hourly rate of $200-$250 is below the New Jersey median of $300. 18% of the 174 other New Jersey planners that publish an hourly rate charge less.
About High Point Wealth Management, LLC
“High Point Wealth was founded in 2008 with a mission to provide independent, high quality financial planning and investment advisory services.”
- Principal: Bradford Gruby
- Firm size: 2 employees.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
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% a year
- Clients
- 146
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $192,944,404
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147111
- Phone
- (908) 975-3367
Can advise clients in 4 states: New Jersey, New York, Pennsylvania, Texas
Other planners in Chester that publish fees
- Personal Cfo Solutions LLCChester$1,000-$20,000
- 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
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.