S.f. Ehrlich Associates, Inc. fees and pricing

Published fees

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

Flat or project fee

$500⁠-⁠$5,000

“AND CONSULTING SERVICES (STAND-ALONE) SFE’s financial planning and consulting fees are negotiable depending upon the level and scope of the services required and the professionals providing the services, but generally range from $1,500.00 to $5,000.00 on a fixed fee basis according to the terms and conditions of a…”

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

How S.f. Ehrlich Associates, Inc. bills

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

• “In the limited event that SFE bills the client directly, payment is due upon receipt of SFE’s invoice.”
• “For investment advisory services, SFE deducts fees or bills clients quarterly in arrears based upon the market value of the assets on the last 6 business day of the previous quarter.”
• “Financial planning and consulting fees are payable according to the terms and conditions of the applicable form of agreement, typically upon completion of the engagement.”

How S.f. Ehrlich Associates, Inc.’s fees compare

• Its flat or project fee of $500-$5,000 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About S.f. Ehrlich Associates, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

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

1% a year

Clients

117

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$185,778,206

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

121356

Website

sfehrlich.com (opens in new tab)

Phone

(908) 789-1100

Can advise clients in 7 states: Delaware, Florida, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Cranford that publish fees

• TKG Wealth Advisers LLCCranford$150⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Virtus Wealth SolutionsCranford$500/hr
• 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

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