S & a Financial Strategies & Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The Life Goals Planning fee is based on the time required for plan development and presentation and shall be equal to $350 on an hourly rate basis.”

Flat or project fee

$1,500

“The firm imposes a minimum financial planning fee of $1,500.00.”

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

How S & a Financial Strategies & Services, LLC bills

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

• “In the event the client terminates the Life Goals Planning and Consulting Agreement, the firm will refund to the client any unearned portion of the financial planning fee.”
• “The fee will be automatically deducted from the client’s serviced/managed investment account at Altruist in accordance with the firm’s invoice.”
• “A Financial Strategies and Services LLC fails to do so, the client has the right to cancel the agreement/contract within 5 business days without penalty (for a full refund).”

How S & a Financial Strategies & Services, LLC’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Cherry Hill that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the New Jersey median of $5,000. 12% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Cherry Hill that publish a flat or project fee charge less.

About S & a Financial Strategies & Services, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2006 (20 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

1.2% a year

Clients

39

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,221,561

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140188

Website

letsmakesense.info (opens in new tab)

Phone

(856) 482-1250

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Cherry Hill that publish fees

• Bonfrisco Wealth Management LLCCherry Hill$250⁠-⁠$500
• Co-Missions Financial PlanningCherry Hill$500/hr
• Dolcini Capital ManagementCherry Hill$300/hr, $1,250⁠-⁠$5,000
• MK3 Wealth LLCCherry Hill$400/hr, $1,000⁠-⁠$25,000
• The Benchmark Group RIA Services, LLCCherry Hill$1,000⁠-⁠$7,500/mo
• Wealth Management Associates, Inc.Cherry Hill$150/hr, $100⁠-⁠$25,000

Compare all 8 planners in Cherry Hill