Northwest Criterion Asset Management, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Northwest Criterion’s financial planning and consulting fees are negotiable, but generally are $350 on an hourly rate basis, and from $1,000 to $10,000 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-⁠$10,000

From the same sentence as above.

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

How Northwest Criterion Asset Management, L.L.C. bills

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

• “Hourly engagements will be billed in arrears.”
• “Fixed fee engagement will be billed ½ at the onset of services, with the final balance due upon the completion of the services provided.”
• “All financial planning and consulting fees will be paid via check or ACH to the Firm.”

How Northwest Criterion Asset Management, L.L.C.’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the New Jersey median of $5,000. 56% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Princeton that publish a flat or project fee charge less.

About Northwest Criterion Asset Management, L.L.C.

• Firm size: 3 employees.
• Registered as an adviser: 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% a year

Clients

74

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$58,261,872

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130538

Website

nwcriterion.com (opens in new tab)

Phone

(609) 924-4488

Can advise clients in 5 states: Illinois, North Carolina, New Jersey, New York, Pennsylvania

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
• Millstone Financial GroupPrinceton$250/hr, $1,500

Compare all 19 planners in Princeton