SG Securities, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“AND CONSULTING SG charges a flat fee of $2,500 for financial planning services with annual updates of financial plans billed at a fee of $500 per hour.”

Flat or project fee

$2,500

From the same sentence as above.

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

How SG Securities, LLC bills

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

• “First $500,000 x .015 = $7,500 Next $500,000 x .0125 = $6,250 The annual Fee may be negotiable.”
• “Unless the date of this Agreement is the first day of a quarter, the initial billing period will be calculated based on the number of calendar days from that date until the end of the quarter at which time a fee is calculated and billed.”
• “If the Client does not wish to have fees deducted from the Account each quarter, and wishes to pay fees from another account or via invoice, a "Fee Payment Authorization " form must be completed and submitted to SG.”

How SG Securities, LLC’s fees compare

• Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 2 other planners in Flemington that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the New Jersey median of $5,000. 24% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 4 other planners in Flemington that publish a flat or project fee charge less.

About SG Securities, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

88

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$34,372,486

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

181524

Website

sgwealthfamily.com (opens in new tab)

Phone

(609) 309-5533

Other planners in Flemington that publish fees

• Alliance Wealth Management Group, LLCFlemington$300⁠-⁠$750/hr, $3,500⁠-⁠$15,000
• Artemis Wealth AdvisorsFlemington$500⁠-⁠$5,000
• Hearthstead Financial, LLCFlemington$650⁠-⁠$5,000
• Prestige Wealth Management Group, LLCFlemington$500⁠-⁠$750/hr, $3,500⁠-⁠$50,000
• Rand Financial Planning, LLCFlemington$10,000⁠-⁠$40,000/yr

Compare all 6 planners in Flemington