Millstone Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“FINANCIAL CONSULTING MFG charges an hourly fee of $250 per hour for �inancial consulting and will be billed 50% in advance with the balance due upon delivery.”

Flat or project fee

$1,500

“The fee for the Millstone Advisory Plan is $1,500 and will be paid half upon signing the agreement and the remainder will be due upon completion of the plan.”

Annual fee

$500⁠-⁠$1,450/yr

“Dimensional Fund Advisors has a minimum annual fee ranging from $500-$1,450 depending on the asset type and overlay services utilized.”

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

How Millstone Financial Group bills

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

• “December 31, 2025 Fees are charged quarterly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
• “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”

How Millstone Financial Group’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the New Jersey median of $5,000. 12% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 9 other planners in Princeton that publish a flat or project fee charge less.
• Its annual fee of $500-$1,450 is below the New Jersey median of $6,318. 2% of the 47 other New Jersey planners that publish an annual fee charge less.
• None of the 3 other planners in Princeton that publish an annual fee charge less.

About Millstone Financial Group

• Firm size: 9 employees.
• Founded: 2012 (14 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

1.5% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

297

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$104,431,570

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297882

Website

facebook.com/millstonefinancialgroup (opens in new tab)

Phone

(732) 385-8544

Can advise clients in 7 states: Florida, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Northwest Criterion Asset Management, L.L.C.Princeton$350/hr, $1,000⁠-⁠$10,000

Compare all 19 planners in Princeton