Sax Wealth Advisors, LLC fees and pricing
Financial planner in Parsippany, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 20, 2026, Sax Wealth Advisors, LLC charges $300 an hour and a flat or project fee of $2,500-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Under very limited circumstances Financial Planning fees will be charged on an hourly basis at a rate of $300.00 per hour and upon mutual agreement with the client.”
- Flat or project fee
- $2,500-$50,000
“Financial planning fees will be charged as a fixed fee generally ranging from $2,500 to $50,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client. 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sax Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted.”
- “The minimum fee may be negotiable under certain circumstances.”
- “Fees will be assessed quarterly, and clients will receive an invoice from SAXWA.”
How Sax Wealth Advisors, LLC’s fees compare
- Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$50,000 spans the New Jersey median of $5,000. 95% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Parsippany that publish a flat or project fee charge less.
About Sax Wealth Advisors, LLC
“Investment Management Services SAXWA manages investment portfolios and offers wealth management services for a wide range of clients including individuals/high net worth individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses.”
- Firm size: 39 employees.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- College planning
- Business owners
- Equity compensation
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
- 0.9% a year
- Minimum
- $15,000 minimum fee (stated in brochure)
- Clients
- 1,596
- Employees
- 39
- 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 businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $3,596,080,962
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119193
- Phone
- (973) 859-2199
Can advise clients in 35 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia
Other planners in Parsippany that publish fees
- Cadia Private Client LLCParsippany$10,000-$150,000
- Leicht Financial Planning and Wealth ManagementParsippany$1,000-$1,800
- M.k. Byrne & Co. LLCParsippany$400, $10,000/yr
- Signet Financial Management, LLCParsippany$200-$250/hr, $1,500-$7,000
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.