MK3 Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“MK3 Wealth’s financial planning and consulting fees are negotiable, but generally are $400 on an hourly rate basis, and from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$1,000⁠-⁠$25,000

From the same sentence as above.

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

How MK3 Wealth LLC bills

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

• “Alternatively, clients may elect to have MK3 Wealth send an invoice for payment.”

How MK3 Wealth LLC’s fees compare

• Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Cherry Hill that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the New Jersey median of $5,000. 86% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Cherry Hill that publish a flat or project fee charge less.

About MK3 Wealth LLC

• Firm size: 3 employees.
• Registered as an adviser: 2026.

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

Clients

85

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$113,141,146

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305760

Website

linkedin.com/in/matthew-s-montenero-cfp%C2%AE-mba-6a5a785b (opens in new tab)

Phone

(856) 545-0077

Other planners in Cherry Hill that publish fees

• Bonfrisco Wealth Management LLCCherry Hill$250⁠-⁠$500
• Co-Missions Financial PlanningCherry Hill$500/hr
• Dolcini Capital ManagementCherry Hill$300/hr, $1,250⁠-⁠$5,000
• S & a Financial Strategies & Services, LLCCherry Hill$350/hr, $1,500
• The Benchmark Group RIA Services, LLCCherry Hill$1,000⁠-⁠$7,500/mo
• Wealth Management Associates, Inc.Cherry Hill$150/hr, $100⁠-⁠$25,000

Compare all 8 planners in Cherry Hill