Strategic Financial fees and pricing
Financial planner in Mount Laurel, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Strategic Financial charges $300-$500 an hour and an annual fee of $6,386 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“Strategic Financial has the ability to render advisor and planning services for an hourly charge which can range from $300 - $500 per hour billed in 15 minute increments.”
- Annual fee
- $6,386/yr
“If the client requests 3 meetings per year after the initial financial plan, the annual fee would be $6,386.25.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This payment would be paid in advance in quarterly installments of $1,596.56.”
- “This payment would be paid in advance in semi-annual installments of $1,000.”
- “If the client requests 1 meeting per year, the fee would be $1,500 and would be paid in advance, typically one month prior to the annual meeting with the client.”
How Strategic Financial’s fees compare
- Its hourly rate of $300-$500 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its annual fee of $6,386 is above the New Jersey median of $6,318. 51% of the 47 other New Jersey planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Strategic Financial
“We will provide you, (“client’), the opportunity to obtain comprehensive financial planning services.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1988 (38 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 86
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122397
- Phone
- (856) 983-1001
Can advise clients in 4 states: Florida, North Carolina, New Jersey, Pennsylvania
Other planners in Mount Laurel that publish fees
- Full Court Strategic Wealth, LLCMount Laurel$250-$500/hr, $5,000-$20,000
- 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
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.