Ridgewood Investments fees and pricing

Financial planner in Springfield, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Ridgewood Investments charges $450⁠-⁠$1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $450⁠-⁠$1,000/hr; “Depending on the scope of the work to be performed and the professional performing the advisory services, the hourly rate will range from a low of $450 per hour to a high of $1,000 per hour.”

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

“Unless otherwise agreed, fees are charged quarterly in arrears based on the value of assets under management as of the last day of the calendar quarter.”
“Clients requesting to be billed rather than having fees debited automatically from their account will be charged an additional administrative charge of $100.00 per account per year for each account with alternate billing arrangements.”
“Management fees are negotiable under certain circumstances, at the sole discretion of the Adviser.”

Its hourly rate of $450-$1,000 is above the New Jersey median of $300. 98% of the 174 other New Jersey planners that publish an hourly rate charge less.

“In addition to portfolio management, Ridgewood offers financial planning and consulting services through a tiered service structure.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 170
Employees: 7
Works with: Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $419,172,164
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 121220
Website: ridgewoodinvestments.com (opens in new tab)
Phone: (973) 544-6970

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