Prestige Wealth Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$750/hr

“AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $3,500 to $50,000 on a fixed fee basis, and from $500 to $750 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

$3,500⁠-⁠$50,000

From the same sentence as above.

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

How Prestige Wealth Management Group, LLC 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.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter, including any accrued interest.”
• “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How Prestige Wealth Management Group, LLC’s fees compare

• Its hourly rate of $500-$750 is above the New Jersey median of $300. 97% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Flemington that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$50,000 spans the New Jersey median of $5,000. 95% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Flemington that publish a flat or project fee charge less.

About Prestige Wealth Management Group, LLC

• Principal: Roy Williams
• Firm size: 13 employees.
• Founded: 1994 (32 years).

Planning areas mentioned in the brochure

• Tax planning
• 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

1.95% a year

Clients

440

Employees

13

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$666,402,517

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127381

Website

linkedin.com/in/roy-williams (opens in new tab)

Phone

(908) 782-0001

Can advise clients in 10 states: Florida, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Flemington that publish fees

• Alliance Wealth Management Group, LLCFlemington$300⁠-⁠$750/hr, $3,500⁠-⁠$15,000
• Artemis Wealth AdvisorsFlemington$500⁠-⁠$5,000
• Hearthstead Financial, LLCFlemington$650⁠-⁠$5,000
• Rand Financial Planning, LLCFlemington$10,000⁠-⁠$40,000/yr
• SG Securities, LLCFlemington$500/hr, $2,500

Compare all 6 planners in Flemington