Strategic Family Wealth Counselors, L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“These fees are negotiable, but generally range from $2,500 to $1,000,000 on a fixed fee basis.”

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

How Strategic Family Wealth Counselors, L.L.C. bills

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

• “Generally, SFWC requires one-half of the financial planning fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “This fee is prorated and charged quarterly, in advance, based upon the market value of the assets on the last day of the previous quarter.”

How Strategic Family Wealth Counselors, L.L.C.’s fees compare

• 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.
• 1 of the 4 other planners in Fairfield that publish a flat or project fee charge less.

About Strategic Family Wealth Counselors, L.L.C.

• Firm size: 14 employees.
• Registered as an adviser: 2008 (18 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

1.5% a year

Clients

300

Employees

14

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$1,659,659,756

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128199

Website

linkedin.com/company/strategic-family-wealth-counselors-llc (opens in new tab)

Phone

(973) 575-3444

Can advise clients in 12 states: California, Connecticut, District of Columbia, Florida, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas

Other planners in Fairfield that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• Caldwell Fairfield AdvisorsFairfield$550/hr
• Cornerstone Planning GroupFairfield$100⁠-⁠$1,000/hr, $500⁠-⁠$100,000
• Granite Rose Wealth Alliance LLCFairfield$300/hr, $1,000⁠-⁠$10,000
• Key Client Fiduciary Advisors, LLCFairfield$25,000

Compare all 9 planners in Fairfield