Onroute Financial fees and pricing
Financial planner in Haddonfield, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Onroute Financial charges $250 an hour, a flat or project fee of up to $10,000, and a monthly fee of $100-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial Planning engagements are offered at an hourly rate of $250.”
- Flat or project fee
- Up to $10,000
“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $0 to $10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $1,000 per month based on complexity.”
- Monthly fee
- $100-$1,000/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Onroute Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
How Onroute Financial’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- None of the 2 other planners in Haddonfield that publish an hourly rate charge less.
- Its flat or project fee of up to $10,000 spans the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Onroute Financial
- Principal: Kristina Runzer
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- 3% a year
- Clients
- 17
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,392,699
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292834
- Phone
- (267) 334-3867
Can advise clients in 2 states: New Jersey, Pennsylvania
Other planners in Haddonfield that publish fees
- Haddon Wealth Management, LLCHaddonfield$1,500/yr
- Haddonfield Financial Planning LLCHaddonfield$250/hr
- Wrought Financial PlanningHaddonfield$350/hr, $4,800/yr
- 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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.