MDC Financial Consulting, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325⁠-⁠$425/hr

“On an hourly basis, ranging from $325 to $425 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.”

Flat or project fee

$1,500⁠-⁠$25,000

“As a fixed fee, typically ranging from $1,500 to $25,000, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.”

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

How MDC Financial Consulting, LLC bills

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

• “Billing Investment management fees are billed quarterly, in advance, meaning that we invoice you before the three-month billing period has begun.”
• “Payment in full is expected within 14 days upon invoice presentation.”
• “The client must consent in advance to direct debiting of their investment account.”

How MDC Financial Consulting, LLC’s fees compare

• Its hourly rate of $325-$425 is above the New Jersey median of $300. 75% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$25,000 spans the New Jersey median of $5,000. 88% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About MDC Financial Consulting, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Clients

18

Employees

1

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 educational seminars and workshops

Assets managed

$14,571,684

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121585

Phone

(201) 666-6838

Other planners in New Jersey that publish fees

• 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
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey