Kevin M. Gibney and Company, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$250,000

“Unless otherwise negotiated, Gibney will charge a fixed fee for this service, which will range from $2,500.00 to $250,000.00 based on a budgeted number of advisory hours determined by the client and Gibney, depending upon the level and scope of the services required.”

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

How Kevin M. Gibney and Company, LLC bills

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

• “Clients will be invoiced in arrears at the end of each calendar quarter based upon the gross average daily market value of the assets in the client’s account during the quarter. “Gross” refers to clients who utilize margin.”
• “For the initial quarter of discretionary or non-discretionary investment management services, the first quarter’s fees shall be calculated on a pro-rata basis.”

How Kevin M. Gibney and Company, LLC’s fees compare

• Its flat or project fee of $2,500-$250,000 spans the New Jersey median of $5,000. 99% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Kevin M. Gibney and Company, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2009 (17 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% a year

Clients

108

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$306,917,848

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

151879

Website

gibneywealth.com (opens in new tab)

Phone

(908) 970-9800

Can advise clients in 8 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Texas

Other planners in Iselin that publish fees

• Bravias FinancialIselin$100⁠-⁠$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

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