Thames Asset Management, Inc fees and pricing

Financial planner in Hackensack, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 5, 2026, Thames Asset Management, Inc charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Hourly fees are calculated on a rate of $400 per hour.”

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

“The fees will be payable quarterly in arrears and are negotiable.”
“Clients are billed in arrears each calendar quarter.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

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.
2 of the 2 other planners in Hackensack that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 1993 (33 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 65
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $41,795,524
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 106559
Website: thamesasset.com (opens in new tab)
Phone: (201) 525-1222

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

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