Leicht Financial Planning and Wealth Management 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-⁠$1,800

“Fixed fees range from $1,000 to $1,800 and are not negotiable.”

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

How Leicht Financial Planning and Wealth Management bills

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

• “The fee rate is negotiable, which can result in similarly situated clients being subject to different advisory fee rates.”
• “Clients may terminate the agreement without penalty for a full refund of Leicht Financial Planning and Wealth Management’s fees within five business days of signing the investment advisory agreement.”
• “The agreement states how a client can obtain a refund of any pre-paid fee if the agreement is terminated before the end of the billing period.”

How Leicht Financial Planning and Wealth Management’s fees compare

• Its flat or project fee of $1,000-$1,800 is below the New Jersey median of $5,000. 11% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Parsippany that publish a flat or project fee charge less.

About Leicht Financial Planning and Wealth Management

• Firm size: 5 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Equity compensation

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

2% a year

Clients

194

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$237,406,702

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171967

Website

linkedin.com/company/leicht-financial-planning-wealth-management (opens in new tab)

Phone

(973) 599-0400

Can advise clients in 8 states: Florida, Illinois, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Parsippany that publish fees

• Cadia Private Client LLCParsippany$10,000⁠-⁠$150,000
• M.k. Byrne & Co. LLCParsippany$400, $10,000/yr
• Sax Wealth Advisors, LLCParsippany$300/hr, $2,500⁠-⁠$50,000
• Signet Financial Management, LLCParsippany$200⁠-⁠$250/hr, $1,500⁠-⁠$7,000

Compare all 8 planners in Parsippany