Smallwood Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$525/hr

“5 The negotiated hourly fee for these services is between $200 and $525.”

Flat or project fee

$1,050⁠-⁠$14,000

“The negotiated initial fixed rate for creating client financial plans is between $1,050 and $14,000.”

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

How Smallwood Wealth Management bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of SWIM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of SWIM’s fees, within five business days of signing the Financial Planning Agreement.”

How Smallwood Wealth Management’s fees compare

• Its hourly rate of $200-$525 spans the New Jersey median of $300. 74% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 5 of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $1,050-$14,000 spans the New Jersey median of $5,000. 66% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Smallwood Wealth Management

• Firm size: 12 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.55% a year

Clients

441

Employees

12

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$338,980,176

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288663

Website

youtube.com/channel/UCboAwSGQ6R51p9H30rW_J1A (opens in new tab)

Phone

(732) 542-1565

Can advise clients in 10 states: Florida, Georgia, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

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

Compare all 18 planners in Red Bank