Reedmark Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“Hourly rates range from $250.00 per hour to $500.00 per hour.”

Flat or project fee

$2,500⁠-⁠$10,000

“The rate for creating client financial plans is between $2,500 and $10,000 depending on the complexity of the plan and services provided.”

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

How Reedmark Advisors, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of Reedmark's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of Reedmark's fees within five business days of signing the Investment Advisory Contract.”
• “Fees are generally paid in advance. 11 Payment of Asset-Based Pension Consulting Fees Asset-based pension consulting fees are withdrawn directly from the Plan with client's written authorization.”

How Reedmark Advisors, LLC’s fees compare

• Its hourly rate of $250-$500 spans the New Jersey median of $300. 75% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the New Jersey median of $5,000. 63% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Reedmark Advisors, LLC

• Firm size: 12 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

39

Employees

12

Works with

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

Services reported to regulators

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

Assets managed

$564,554,539

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

173760

Website

reedmark.com (opens in new tab)

Phone

(908) 300-5292

Can advise clients in 5 states: New Jersey, New York, Ohio, Pennsylvania, Texas

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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