Roxbury Financial fees and pricing

Financial planner in Mount Arlington, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 4, 2026, Roxbury Financial charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Roxbury Financial will charge a fixed fee for financial planning services that will be based on the estimated hours to provide the services multiplied by an hourly rate of $400.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“Where it is not practical to deduct fees directly from client accounts, client will be sent an invoice at the beginning of each quarter.”
“Fixed fees are negotiable at the discretion of the Advisor.”

Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate 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: 2% a year
Clients: 239
Employees: 3
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, and other services
Assets managed: $180,467,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 330547
Website: roxburyfinancial.com (opens in new tab)
Phone: (973) 928-7181

Is something on this page wrong or out of date?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