The Financial Planning Answerplace, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“Regi a fi a cial la i g fee a e not negotiable, and generally range from $1,500 to $15,000 on a fixed fee basis, and from $125 to $350 $225 on an hourly rate basis, depending upon the level and scope of the services required and the professional rendering the service(s).”

Flat or project fee

$1,500⁠-⁠$15,000

From the same sentence as above.

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

How The Financial Planning Answerplace, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant s invoice.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, ba ed he ma ke al e f he clie a e he la b i e day of the previous quarter.”
• “Upon termination, the Registrant shall refund the pro-rated portion of the advanced advisory fee paid based upon the number of days remaining in the billing quarter.”

How The Financial Planning Answerplace, LLC’s fees compare

• Its hourly rate of $125-$350 spans the New Jersey median of $300. 22% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the New Jersey median of $5,000. 71% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 4 of the 9 other planners in Princeton that publish a flat or project fee charge less.

About The Financial Planning Answerplace, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 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

1.15% a year

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

159932

Website

thefpanswerplace.com (opens in new tab)

Phone

(609) 240-9785

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500

Compare all 19 planners in Princeton