Hofstetter, Cody L. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$750/hr

“AND CONSULTING SERVICES 7 A) Registrant’s planning and consulting fees are negotiable, but generally range from $3,500 to $50,000 on a fixed fee basis, and from $500 to $750 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$3,500⁠-⁠$50,000

From the same sentence as above.

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How Hofstetter, Cody L. bills

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

• “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing period.”

How Hofstetter, Cody L.’s fees compare

• Its hourly rate of $500-$750 is above the New Jersey median of $300. 97% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$50,000 spans the New Jersey median of $5,000. 95% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Hofstetter, Cody L.

• Principal: Cody L. Hofstetter
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328265

Phone

(609) 795-2667

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

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