Julius Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$35,000/yr

“The quarterly fee is calculated by dividing the number of days in the quarter (90 – 92 days depending on the quarter) by the number of days in a year (365) and multiplying that result by the amount of the annual fee ($35,000 x 0.249 = $8,715).”

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

How Julius Wealth Advisors, LLC bills

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

• “These fees are negotiable at the discretion of JWA but range from $300 to $10,000.”
• “For project-based services JWA requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Advisory Agreement.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”

How Julius Wealth Advisors, LLC’s fees compare

• Its annual fee of $35,000 is above the New Jersey median of $6,318. 100% of the 47 other New Jersey planners that publish an annual fee charge less.

About Julius Wealth Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 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

1.5% a year

Clients

60

Employees

1

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$50,681,408

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316741

Website

juliuswealthadvisors.com (opens in new tab)

Phone

(201) 408-4644

Can advise clients in 4 states: California, Florida, New Jersey, New York

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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