Revolve Wealth Partners, LLC fees and pricing
Financial planner in Hackensack, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Revolve Wealth Partners, LLC charges a flat or project fee of $200-$4,500 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
- $200-$4,500
“The cost for the use of Vanilla will range from $200 to $4,500 on a fixed fee basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Revolve Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, but generally range from $500 to $20,000, depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
- “The outstanding balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “This fixed fee will be payable by the client upon receipt of an invoice or can be debited directly from a Client Page | 8 Disclosure Brochure Revolve Wealth Partners, LLC account under Revolve Wealth Partners’ management.”
How Revolve Wealth Partners, LLC’s fees compare
- Its flat or project fee of $200-$4,500 is below the New Jersey median of $5,000. 23% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Revolve Wealth Partners, LLC
“Revolve Wealth Partners offers a variety of advisory services, which include financial planning, consulting, and investment management services.”
- Principal: Daniel L. Katz
- Firm size: 19 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
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
- 1.25% a year
- Clients
- 674
- Employees
- 19
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,421,854,687
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286643
- Phone
- (201) 373-2163
Can advise clients in 14 states: California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Washington
Other planners in Hackensack that publish fees
- Emissary WealthHackensack$300/hr, $2,500-$20,000/yr
- Julien Planning, LLCHackensack$150/hr, $500-$5,000
- Thames Asset Management, IncHackensack$400/hr
- 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
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.