Independence Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“In the event of early termination, the client will be billed for the hours worked at a rate 7 of $400.00 per hour.”

Flat or project fee

$750⁠-⁠$15,000

“The fixed fee can range between $750.00 and $15,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Independence Wealth bills

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

• “The annual fees are negotiable and are pro-rated and paid in advance on a monthly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Independence Wealth’s fees compare

• Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$15,000 spans the New Jersey median of $5,000. 69% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Independence Wealth

• Principal: Eric T. Nelson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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

1.65% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

103

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$80,744,590

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297032

Website

independence-wealth.com (opens in new tab)

Phone

(856) 229-9295

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Voorhees that publish fees

• Molotsky Tax Advisory Group, LLCVoorhees$200/hr, $2,500
• 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

Compare all 417 planners in New Jersey