The Investment Connection LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“The fee ranges from $100 to $10,000; however, the fee for most project-based financial planning services will range from $1,000 - $3,000.”

Monthly fee

$200/mo

“Only Monthly Fee = $200 Initial Set-up Fee = $600 Fixed fees are billed monthly to a credit card or bank ACH through industry compliant payment processor AdvicePay.”

Annual fee

$2,800/yr

“A fixed annual fee of $2800 paid in year 1 with $600 due upfront and the remainder paid in monthly installments.”

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

How The Investment Connection LLC bills

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

• “The annual fees are pro-rated and paid in advance on a quarterly basis.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Advisory fees for assets invested in Annuities, through an Outside Manager, or in Private Investment Vehicles and in Interval Funds are also negotiable.”

How The Investment Connection LLC’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the New Jersey median of $5,000. 18% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 2 other planners in Bridgewater that publish a flat or project fee charge less.
• Its annual fee of $2,800 is below the New Jersey median of $6,318. 21% of the 47 other New Jersey planners that publish an annual fee charge less.

About The Investment Connection LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

132

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$108,769,903

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171533

Website

theinvestmentconnection.com (opens in new tab)

Phone

(908) 595-2220

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

Other planners in Bridgewater that publish fees

• Elements 5 Investment ManagementBridgewater$400/hr, $5,000
• Paradigm Investment Advisory, LLCBridgewater$10,000⁠-⁠$250,000
• 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

Compare all 4 planners in Bridgewater