Roche Financial Partners LLC fees and pricing
Financial planner in Hopewell, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Roche Financial Partners LLC charges a monthly fee of $95-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $95-$1,000/mo
“Financial Advocate Fixed Annual Fee Typical fixed fees range from $95 to $1,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Roche Financial Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is calculated on an aggregate basis and is payable in quarterly installments in advance.”
- “Clients can terminate this agreement within five (5) business days without penalty for a full refund.”
- “If Roche decides to terminate relationship, Roche shall calculate fees already accrued and earned in connection with this agreement and shall refund to Client any amounts held by Roche over and above this amount.”
About Roche Financial Partners LLC
“Roche Financial Partners is an independent wealth management firm that specializes in providing continuous financial oversight and guidance as well as investment management advisory services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2004 (22 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
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 46
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $72,814,056
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133604
- Phone
- (609) 575-6762
Can advise clients in 4 states: New Jersey, New York, Ohio, Pennsylvania
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
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.