Team Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$5,000

“Ongoing Financial Planning TEAMFP collects an initial fee, no greater than $5,000.”

Monthly fee

$400⁠-⁠$1,000/mo

“Fees are paid monthly or quarterly in advance, ranging from $400 to $1,000 per month or $1,200 to $3,000 per quarter.”

Quarterly fee

$1,200⁠-⁠$3,000/qtr

From the same sentence as above.

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

How Team Financial Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Upon delivery of the Financial Plan, we charge a recurring fixed fee for Ongoing Financial Planning.”

How Team Financial Planning’s fees compare

• Its hourly rate of $400 is above the New Jersey median of $300. 79% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the New Jersey median of $5,000. 48% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Team Financial Planning

• Principal: Sunsierre Atkinson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

0.95% a year

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$3,771,205

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

327256

Website

team-fp.com (opens in new tab)

Phone

(917) 722-1675

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

Compare all 417 planners in New Jersey