Quaker Wealth Management LLC fees and pricing
Financial planner in Moorestown, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Quaker Wealth Management LLC charges a flat or project fee of $1,200-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200-$10,000
“Fixed fee rates vary from $1,200 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Quaker Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, based on the nature of the engagement.”
- “If there are insufficient funds available in another account or if QWM believes that deducting the fee from another account would be prohibited by applicable law, QWM will invoice you.”
- “Fees are negotiable, in the sole discretion of QWM.”
How Quaker Wealth Management LLC’s fees compare
- Its flat or project fee of $1,200-$10,000 spans the New Jersey median of $5,000. 59% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Moorestown that publish a flat or project fee charge less.
About Quaker Wealth Management LLC
“We strive to build long term relationships and create an exceptional experience that provides clients with individualized attention and a wealth management plan tailored to their needs.”
- Firm size: 7 employees.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Insurance analysis
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
- 1.3% a year
- Clients
- 453
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $449,277,262
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284546
- Phone
- (856) 222-0110
Can advise clients in 4 states: Florida, New Jersey, Pennsylvania, Texas
Other planners in Moorestown that publish fees
- Bluefin FinancialMoorestown$200-$400/hr, $250-$25,000
- Purpose BuiltMoorestown$350/hr, $750-$2,000/mo
- Viso Wealth Management LLCMoorestown$1,000-$10,000, $1,000-$10,000/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
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