Jantorno Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“JFA provides financial planning and investment advisory services at the firm's hourly rate of $250.”

Flat or project fee

$5,000⁠-⁠$16,000

“For clients that engage JFA to perform quarterly reviews, portfolio evaluations and rebalancing, JFA charges an annualized fixed fee that generally ranges between $5,000 and $16,000.”

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

How Jantorno Financial Advisors, LLC bills

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

• “The fees for this service will be billed on an hourly basis.”
• “One-half of the fee or estimated fee is due at the update meeting and the balance of the fee shall be due upon completion of the annual review.”
• “Although the firm's hourly fee is not negotiable, the firm may, in its discretion, agree to other fee-paying arrangements with clients.”

How Jantorno Financial Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$16,000 is above the New Jersey median of $5,000. 81% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Princeton 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 Jantorno Financial Advisors, LLC

• Principal: Lisa H. Jantorno
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

45

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

131409

Phone

(609) 919-0006

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500
• Northwest Criterion Asset Management, L.L.C.Princeton$350/hr, $1,000⁠-⁠$10,000

Compare all 19 planners in Princeton