Precision Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $2,000 to $15,000 on a fixed fee basis, and from $150 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$2,000⁠-⁠$15,000

From the same sentence as above.

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

How Precision Financial Services bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice. 13 Unless otherwise agreed, the Registrant shall deduct fees and/or bill clients quarterly in advance.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets, including accrued interest and dividends, on the last business day of the previous quarter.”
• “Upon termination, the Registrant shall refund the prorated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Precision Financial Services’ fees compare

• Its hourly rate of $150-$300 is below the New Jersey median of $300. 18% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$15,000 spans the New Jersey median of $5,000. 73% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Precision Financial Services

• Principal: David Vollmer
• Firm size: 16 employees.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.5% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

509

Employees

16

Works with

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

Services reported to regulators

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

Assets managed

$435,637,246

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147872

Website

precisionfinancialservices.com (opens in new tab)

Phone

(973) 927-6300

Can advise clients in 13 states: California, Colorado, Connecticut, Florida, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Utah, 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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