Lavish Financial Planning fees
Financial planner in Morristown, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Lavish Financial Planning (Morristown, NJ) charges $350 an hour, a monthly fee of $335-$450, and an annual fee of $12,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change.
- Hourly rate
- $350/hr
Above the New Jersey median of $300; 67% of the 82 other planners in New Jersey that publish an hourly rate charge less. Both other planners in Morristown charge less.
“Financial Planning engagements are offered at an hourly rate of $350 per hour, depending on complexity.”
- Monthly fee
- $335-
$450/mo “This service consists of an upfront charge of $2,790 - $4,000 and an ongoing monitoring fee that is paid monthly, at the rate of $335 - $450.”
- Annual fee
- $12,000/yr
Above the New Jersey median of $8,625; 12 of the 17 other planners in New Jersey that publish an annual fee charge less.
“The annual fee of $12,000 is paid monthly, with a minimum commitment of 6 months.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
- Registered since
- 2013 (13 years)
How Lavish Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees are negotiable, at Adviser's sole discretion depending on individual client circumstances.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee may be negotiable in certain cases.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, annual planning fees, and a percentage of assets under management
- Clients
- 225
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $35.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 16, 2026
- CRD number
- 167592 (opens in new tab)
- Phone
- (201) 535-4499
Registered in 7 states: California, Florida, Georgia, Louisiana, New Jersey, New York, Pennsylvania
Other planners in Morristown that publish fees
- Beacon TrustMorristownFlat $5,000-$15,000
- Kiely Capital Management, Inc.MorristownHourly $250/hr
- Simon Quick Advisors, LLCMorristownHourly $125/hr, Flat $250
More planners in New Jersey that publish fees
- Viso Wealth Management LLCMoorestownFlat $1,000-$10,000, Quarterly $1,000-$10,000/qtr
- Jantorno Financial Advisors, LLCPrincetonHourly $250/hr, Flat $5,000-$16,000
- Salvus Wealth Management, LLCRed BankHourly $200-$400/hr
- Freedom Found FinancialTowacoHourly $200/hr, Flat $4,000
- Northwest Criterion Asset Management, L.L.C.PrincetonHourly $350/hr, Flat $1,000-$10,000
- Oaktree Financial Planning and ConsultingBasking RidgeHourly $350/hr
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.