Pathways Financial Planning fees and pricing
Financial planner in Neptune, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Pathways Financial Planning charges $250 an hour, a monthly fee of $500-$800, and a quarterly fee of $1,500-$2,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Monthly fee
- $500-$800/mo
“Fees are paid monthly or quarterly in arrears, ranging from $500 to $800 monthly and $1,500 to $ 2,400 quarterly.”
- Quarterly fee
- $1,500-$2,400/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pathways Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are due upon completion of the services.”
How Pathways Financial Planning’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.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Pathways Financial Planning
“We offer Financial Planning.”
- Principal: Kristen Vernace
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 38
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334143
- Phone
- (207) 358-8608
Can advise clients in 4 states: Massachusetts, Maine, New Hampshire, New Jersey
Other planners in Neptune that publish fees
- DTM Advisory Group LLCNeptune$285/hr, $750
- 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
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.