Teplitz Financial Group LLC fees and pricing
Financial planner in Old Bridge, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 8, 2026, Teplitz Financial Group LLC charges $150-$250 an hour and a flat or project fee of $1,500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“TFG’s financial planning fees are negotiable but generally range from a fixed fee of $1,500 to $3,000 and from $150 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $1,500-$3,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Teplitz Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that TFG bills the client directly, payment is due upon receipt of TFG’s invoice.”
- “In the limited event that TFG bills the client directly, payment is due upon receipt of TFG’s invoice.”
- “For SEI and Schwab accounts, fees are collected quarterly in arrears and for AssetMark fees are paid quarterly in advance.”
How Teplitz Financial Group LLC’s fees compare
- Its hourly rate of $150-$250 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$3,000 is below the New Jersey median of $5,000. 21% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Teplitz Financial Group LLC
“The client can determine to engage TFG to provide discretionary investment advisory services on a fee-only basis. To the extent specifically requested by TFG we may determine to provide financial planning and/or consulting services on a stand-alone separate fee basis.”
- Firm size: 2 employees.
- Registered as an adviser: 2022 (4 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
- Clients
- 168
- Employees
- 2
- 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, and selecting other advisers
- Assets managed
- $131,696,552
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 122038
- Phone
- (732) 591-0909
Can advise clients in 7 states: California, Connecticut, Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Old Bridge that publish fees
- Chuisano and Albert, L.L.C.Old Bridge$150/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
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.