Personal Cfo Solutions LLC 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.

Flat or project fee

$1,000⁠-⁠$20,000

“Financial Planning and Consulting Personal CFO will charge a fixed or hourly fee for this service, which will range from $1,000 to $20,000 on a fixed fee basis.”

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

How Personal Cfo Solutions LLC bills

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

• “This fee is billed six months in arrears, but Personal CFO will bill up to twelve months in advance, upon a client’s request.”
• “These fees are deducted quarterly in arrears.”
• “Certain Independent Manager(s) may charge their fee in advance.”

How Personal Cfo Solutions LLC’s fees compare

• Its flat or project fee of $1,000-$20,000 spans the New Jersey median of $5,000. 81% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Personal Cfo Solutions LLC

• Firm size: 18 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• 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% a year

Clients

624

Employees

18

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$1,649,290,976

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158248

Website

pcfos.com (opens in new tab)

Phone

(908) 955-7055

Can advise clients in 39 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin

Other planners in Chester that publish fees

• High Point Wealth Management, LLCChester$200⁠-⁠$250/hr
• 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

Compare all 417 planners in New Jersey