Rand Financial Planning, LLC fees and pricing
Financial planner in Flemington, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Rand Financial Planning, LLC charges an annual fee of $10,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000-$40,000/yr
“Comprehensive Financial Planning Engagement RFP’s fee for a comprehensive financial planning engagement is an annual fixed fee ranging from $10,000 - $40,000, calculated on the basis of the client’s total income, assets, and the scope and overall complexity of the Client’s financial situation and needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rand Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable in RFP’s sole discretion.”
- “Fees are calculated annually and payable quarterly, in advance.”
- “Clients pay RFP directly by check, credit card, or through an approved third-party provider.”
How Rand Financial Planning, LLC’s fees compare
- Its annual fee of $10,000-$40,000 is above the New Jersey median of $6,318. 94% of the 47 other New Jersey planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Rand Financial Planning, LLC
“When RFP provides investment advice to a client regarding their retirement plan account or individual retirement account, RFP and Ms. Comprehensive Financial Planning A comprehensive financial planning engagement provides holistic, comprehensive financial planning services for a fixed fee over the course of one year.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298613
- Phone
- (908) 895-2406
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
- Prestige Wealth Management Group, LLCFlemington$500-$750/hr, $3,500-$50,000
- SG Securities, LLCFlemington$500/hr, $2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.