Stockade Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Consultation Services Consulting services are offered based on an hourly fee of $375 per hour.”

Flat or project fee

$1,500⁠-⁠$15,000

“Project-Based Financial Plan Full Project-Based financial planning services are offered based on a negotiable fixed fee between $1,500 and $15,000 dependent upon the complexity of the Client’s specific situation.”

Annual fee

$7,500⁠-⁠$30,500/yr

“WEALTH MANAGEMENT SERVICES Wealth Management Services are based on a negotiable annual fee between $7,500 $30,500, dependent upon the complexity of the Client’s specific situation.”

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

How Stockade Wealth Management bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Stockade Wealth Management’s fees compare

• Its hourly rate of $375 is above the New Jersey median of $300. 75% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the New Jersey median of $5,000. 71% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• Its annual fee of $7,500-$30,500 is above the New Jersey median of $6,318. 81% of the 47 other New Jersey planners that publish an annual fee charge less.

About Stockade Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

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

3% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

74

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$17,618,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329480

Website

linktr.ee/stockadewealth (opens in new tab)

Phone

(848) 248-4600

Can advise clients in 3 states: Florida, New Jersey, New York

Other planners in Marlboro that publish fees

• Cniv Financial Planning LLCMarlboro$250/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
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

Compare all 417 planners in New Jersey