New Amsterdam Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$5,000

“The minimum fixed fee is generally $750, and the maximum fixed fee is generally no more than $5,000.”

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

How New Amsterdam Wealth Planning bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, New Amsterdam Wealth Planning will prorate the final fee payment based on the number of days services are provided during the final period.”

How New Amsterdam Wealth Planning’s fees compare

• Its flat or project fee of $750-$5,000 is below the New Jersey median of $5,000. 35% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About New Amsterdam Wealth Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.4% a year

Clients

52

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$65,810,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309962

Phone

(917) 647-5698

Can advise clients in 2 states: New Jersey, New York

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