RMR Wealth Builders, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$150/mo

“We also offer ongoing planning services for $1,500 annually or $150/month.”

Annual fee

$1,500/yr

From the same sentence as above.

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

How RMR Wealth Builders, Inc. bills

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

• “Fees for continuing planning are negotiable.”
• “The client must approve any increase in fees or modification of scope in advance, in writing, before additional work is performed.”

How RMR Wealth Builders, Inc.’s fees compare

• Its annual fee of $1,500 is below the New Jersey median of $6,318. 9% of the 47 other New Jersey planners that publish an annual fee charge less.
• None of the 2 other planners in Montclair that publish an annual fee charge less.

About RMR Wealth Builders, Inc.

• Firm size: 64 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$250,000 in assets (stated in brochure)

Clients

1,907

Employees

64

Works with

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

Services reported to regulators

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

Assets managed

$2,885,624,988

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169005

Website

facebook.com/rmrwealth (opens in new tab)

Phone

(201) 836-2460

Can advise clients in 41 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Montclair that publish fees

• Bautis Financial, LLCMontclair$1,200⁠-⁠$10,000/yr
• Dowd Financial PlanningMontclair$1,500, $3,400⁠-⁠$13,600/yr
• Grosso Wealth Management LLCMontclairUp to $50,000
• Horicon Wealth ManagementMontclair$1,250/qtr
• Pullman WealthMontclair$3,000⁠-⁠$5,000

Compare all 7 planners in Montclair