Julien Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Services are offered based on an hourly fee of $150 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Services are offered based on a negotiable fixed fee between $500 and $5,000 depending on the unique client needs and the complexity of the services requested.”

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

How Julien Planning, LLC bills

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

• “Clients placed with TPMs will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the Client prior to signing an agreement.”
• “Julien Planning, LLC’s annual fee may be negotiable based on a number of factors, which include but are not limited to related accounts, and other structures that we may consider in special situations.”
• “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”

How Julien Planning, LLC’s fees compare

• Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Hackensack that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Julien Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax 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

2% a year

Clients

77

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$36,968,457

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

285994

Website

julienplanning.com (opens in new tab)

Phone

(201) 489-4890

Can advise clients in 3 states: Florida, New Jersey, New York

Other planners in Hackensack that publish fees

• Emissary WealthHackensack$300/hr, $2,500⁠-⁠$20,000/yr
• Revolve Wealth Partners, LLCHackensack$200⁠-⁠$4,500
• Thames Asset Management, IncHackensack$400/hr
• 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

Compare all 7 planners in Hackensack