Molotsky Tax Advisory Group, LLC fees and pricing

Published fees

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

Hourly rate

$200/hr

“- 3Molotsky Tax Advisory Group, LLC HOURLY FEES Financial Planning Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

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

How Molotsky Tax Advisory Group, LLC bills

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

• “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement.”
• “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 each quarter.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”

How Molotsky Tax Advisory Group, LLC’s fees compare

• Its hourly rate of $200 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the New Jersey median of $5,000. 24% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Molotsky Tax Advisory Group, LLC

• Principal: Lee Molotsky
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• 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

2% a year

Clients

134

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$27,048,931

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144292

Website

shmfinancial.com (opens in new tab)

Phone

(856) 454-5110

Other planners in Voorhees that publish fees

• Independence WealthVoorhees$400/hr, $750⁠-⁠$15,000
• 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

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