Mezzasalma Advisors fees and pricing
Financial planner in Tinton Falls, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Mezzasalma Advisors charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Flat fees range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mezzasalma Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In rare cases, our firm will agree to directly invoice.”
- “Our Retirement Plan Consulting services are billed based on the percentage of Plan assets under management.”
- “Clients may be invoiced directly for the fees, or fees may be deducted directly from client accounts.”
How Mezzasalma Advisors’ fees compare
- Its flat or project fee of $500-$10,000 spans the New Jersey median of $5,000. 55% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Mezzasalma Advisors
- Firm size: 8 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2021 (5 years).
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
- 2% a year
- Clients
- 364
- Employees
- 8
- 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, and pension consulting
- Assets managed
- $534,421,615
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129045
- Phone
- (732) 842-1120
Can advise clients in 9 states: California, Connecticut, Florida, Louisiana, New Hampshire, New Jersey, New York, Pennsylvania, Texas
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
Is something on this page wrong or out of date?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.