Oakbourne Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Financial Planning and Consulting Services (Stand-Alone) Oakbourne Advisors’s financial planning and consulting fees are negotiable but can range from $3,000 to $10,000 on a fixed fee basis depending upon the scope and complexity of the services or are $300 per hour if engaged on an hourly rate basis.”

Flat or project fee

$3,000⁠-⁠$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 Oakbourne Advisors bills

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

• “Oakbourne Advisors’s annual investment advisory fee is paid quarterly in arrears, under the terms and conditions of an Investment Advisory Agreement.”
• “Oakbourne Advisors will prorate and deduct fees directly from the client’s accounts with client’s written authorization or clients may choose to be invoiced and billed directly.”
• “If Oakbourne Advisors bills the client directly, payment is due upon receipt of Oakbourne Advisors’s invoice.”

How Oakbourne Advisors’ fees compare

• Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$10,000 spans the New Jersey median of $5,000. 63% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Oakbourne Advisors

• Firm size: 10 employees.
• Registered as an adviser: 2021 (5 years).

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

1.2% a year

Clients

437

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$347,905,661

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129112

Website

oakbourneadvisors.com (opens in new tab)

Phone

(908) 850-9991

Can advise clients in 11 states: California, Delaware, Florida, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

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

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