Simon Quick Advisors, LLC fees and pricing
Financial planner in Morristown, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Simon Quick Advisors, LLC charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“Simon Quick maintains a minimum annual fee of $20,000 per annum.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simon Quick Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
How Simon Quick Advisors, LLC’s fees compare
- Its annual fee of $20,000 is above the New Jersey median of $6,318. 85% of the 47 other New Jersey planners that publish an annual fee charge less.
About Simon Quick Advisors, LLC
“Simon Quick provides Wealth Management services that are defined as giving continuous investment advice to a client or making allocation decisions based on a client’s investment goals, objectives, management style and other factors affecting a client’s portfolio are determined via extensive interviews with each…”
- Firm size: 97 employees.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
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% a year
- Minimum
- $20,000 minimum fee (stated in brochure)
- Clients
- 994
- Employees
- 97
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, other investment advisers, insurance companies, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $9,006,812,528
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132330
- Phone
- (973) 525-1000
Can advise clients in 17 states: Arizona, California, Colorado, Connecticut, Florida, Louisiana, Massachusetts, Nebraska, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Washington, Wisconsin
Other planners in Morristown that publish fees
- Beacon TrustMorristown$5,000-$15,000, $250/qtr
- Keller Wealth Management LLCMorristown$200/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
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.