Preferred Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$1,000⁠-⁠$4,000

“Services are offered based on a flat fee between $1,000 and $4,000.”

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

How Preferred Wealth Advisors, LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the last business day of the previous month.”
• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Preferred Wealth Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,000 is below the New Jersey median of $5,000. 24% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Preferred Wealth Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• College 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

3% a year

Clients

32

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$4,836,592

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297228

Website

preferredwealthadvisorsllc.com (opens in new tab)

Phone

(732) 308-0609

Other planners in Freehold that publish fees

• Lasting Wealth Principles, LLCFreehold$1,000⁠-⁠$3,000, $750⁠-⁠$2,500/qtr
• 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

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