Joint Financial LLC fees and pricing
Financial planner in Franklin Lakes, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 17, 2026, Joint Financial LLC charges a flat or project fee of $5,000-$6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$6,500
“Fixed fee rates range from $5,000 to $6,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Joint Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Joint Financial LLC’s fees compare
- Its flat or project fee of $5,000-$6,500 is above the New Jersey median of $5,000. 60% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Joint Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340730
- Phone
- (845) 337-2288
Other planners in Franklin Lakes that publish fees
- Cereus Financial Advisors, LLCFranklin Lakes$300/hr, $1,500
- 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
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.