Spinelli Financial Advisors, Inc fees and pricing
Financial planner in Warren, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 3, 2024, Spinelli Financial Advisors, Inc charges $175-$310 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 3, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$310/hr
“Hourly rates range from $175 to $310 an hour, depending on the personnel involved.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spinelli Financial Advisors, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Spinelli Financial Advisors (SFA)’s fee-only investment advisory services are generally billed hourly in the case of defined financial planning sessions or as a percentage of assets under management for continual portfolio supervisory services.”
- “Fees for financial planning sessions are billed hourly, for the number of hours spent to complete the project.”
- “These fees are generally non-negotiable; however, clients may be taken on pro-bono at the management’s discretion.”
How Spinelli Financial Advisors, Inc’s fees compare
- Its hourly rate of $175-$310 spans the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Spinelli Financial Advisors, Inc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 1998 (28 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% a year
- Clients
- 36
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $31,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128833
- Phone
- (732) 564-9404
Other planners in New Jersey that publish fees
- 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
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
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.