Roundview Capital, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated May 19, 2026, Roundview Capital, LLC charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “Roundview charges a minimum annual fee of $2,500 payable in equal semi- 9Roundview Capital, LLC annual installments or one annual installment.”

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

“Each fee is payable in quarterly installments, in arrears, based upon the value of the plan assets as of the end of the quarterly period, appropriately weighted to give effect to plan contributions and withdrawals during the applicable period.”
“Billing Investment management fees are billed on a semi-annual basis, in arrears, meaning that Roundview will invoice clients after the six-month billing period has ended.”
“Payment in full is expected upon invoice presentation.”

Its annual fee of $2,500 is below the New Jersey median of $6,318. 17% of the 47 other New Jersey planners that publish an annual fee charge less.
1 of the 3 other planners in Princeton that publish an annual fee charge less.

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: 0.75% a year
Clients: 544
Employees: 13
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting
Assets managed: $2,126,359,440
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 148083
Website: roundviewcapital.com (opens in new tab)
Phone: (609) 688-9500

Is something on this page wrong or out of date?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.