Lasting Wealth Principles, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“The fixed fee can range between $1,000.00 and $3,000.00, depending on complexity and the needs of the client.”

Quarterly fee

$750⁠-⁠$2,500/qtr

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid quarterly, in arrears, at a rate ranging from $750.00 to $2500.00 per quarter, depending on complexity and the needs of the client.”

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

How Lasting Wealth Principles, LLC bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Lasting Wealth Principles, LLC’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the New Jersey median of $5,000. 18% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Lasting Wealth Principles, LLC

• Principal: Martin A. Scott
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307246

Website

lwprinciples.com (opens in new tab)

Phone

(732) 995-5538

Other planners in Freehold that publish fees

• Preferred Wealth Advisors, LLCFreehold$350/hr, $1,000⁠-⁠$4,000
• 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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