Salvus Wealth Management, LLC fees and pricing
Financial planner in Red Bank, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 3, 2026, Salvus Wealth Management, LLC charges $200-$400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$400/hr
“Salvus’ financial planning and consulting fees are non-negotiable and generally range from $200 to $400 on an hourly rate basis, depending upon the level and scope of the services required and the professionals rendering the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Salvus Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that Salvus bills the client directly for those services, payment is due upon receipt of Salvus’ invoice.”
- “Salvus will deduct investment advisory fees and retirement plan consulting fees or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
- “Salvus bills clients directly for financial planning and consulting services, half of which is payable upon execution of the Financial Planning and Consulting Agreement and the other half of which is payable upon delivery of the financial plan to the client.”
How Salvus Wealth Management, LLC’s fees compare
- Its hourly rate of $200-$400 spans the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
- 2 of the 9 other planners in Red Bank that publish an hourly rate charge less.
About Salvus Wealth Management, LLC
“Salvus offers investment advisory services, financial planning and consulting services, and retirement plan consulting services to its clients who currently include individuals, high net worth individuals, pension & profit sharing plans, trusts, estates, corporations, and other businesses.”
- Firm size: 7 employees.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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
- 1.5% a year
- Clients
- 195
- Employees
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $316,485,187
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171986
- Phone
- (732) 542-2629
Can advise clients in 5 states: Connecticut, Florida, New Jersey, New York, Texas
Other planners in Red Bank that publish fees
- Atlas Private Wealth AdvisorsRed Bank$500-$15,000
- Buttfield & AssociatesRed Bank$250/hr, $50,000-$250,000
- Clear Wave Wealth Management, LLCRed Bank$1,000/yr
- Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
- Garden State Retirement Specialists, LLCRed Bank$400/hr, $500-$5,000
- Hartshorne Group, LLCRed Bank$250-$500/hr, $5,000-$25,000
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.