M.k. Byrne & Co. LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$400

“Compensation – Tax and Financial Planning Service Fees Our current hourly fee for tax and financial planning services is $400, which is evaluated each January.”

Annual fee

$10,000/yr

“Due to the customized nature of the Wealth Advisory Service, the fee schedule is subject to a $10,000 annual fee minimum which includes 5 non-transferable hours of tax and financial planning services each year.”

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

How M.k. Byrne & Co. LLC bills

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

• “Clients may terminate a financial planning agreement or investment advisory contract without penalty, for full refund of any fees paid, within five business days of signing the contract.”
• “Upon termination, a client will be invoiced for any fees earned but not yet billed through the date of the termination. 7 Other Fees Neither us nor any of our supervised persons accept compensation for the sale of securities.”
• “In certain instances, our fees, our annual fee minimum, and our payment terms are negotiable based on a client’s portfolio size and that client’s anticipated service needs.”

How M.k. Byrne & Co. LLC’s fees compare

• Its flat or project fee of $400 is below the New Jersey median of $5,000. 3% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 4 other planners in Parsippany that publish a flat or project fee charge less.
• Its annual fee of $10,000 is above the New Jersey median of $6,318. 70% of the 47 other New Jersey planners that publish an annual fee charge less.

About M.k. Byrne & Co. LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

37

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$90,829,001

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306382

Website

mkbyrne.com (opens in new tab)

Phone

(973) 265-2905

Other planners in Parsippany that publish fees

• Cadia Private Client LLCParsippany$10,000⁠-⁠$150,000
• Leicht Financial Planning and Wealth ManagementParsippany$1,000⁠-⁠$1,800
• 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