TJW Fiduciary Plan Consultants, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$135/hr

“FINANCIAL PLANNING and CONSULTING TJW charges either a fixed fee ranging from $500 to $1,000 or an hourly fee of $135, for financial planning for individuals according to the degree of complexity associated with the client’s situation.”

Flat or project fee

$500⁠-⁠$1,000

From the same sentence as above.

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

How TJW Fiduciary Plan Consultants, LLC bills

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

• “First $20,000 x .0125 = $250 Next $480,000 x .01= $4,800 Next $250,000 x .00875 = $2,187.50 Next $250,000 x .00775 = $1,937.50 The annual fee may be negotiable.”
• “Fees are billed quarterly in arrears based on the amount of assets managed as of the last business day of the previous quarter.”
• “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the quarter.”

How TJW Fiduciary Plan Consultants, LLC’s fees compare

• Its hourly rate of $135 is below the New Jersey median of $300. 4% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$1,000 is below the New Jersey median of $5,000. 7% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About TJW Fiduciary Plan Consultants, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning

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% a year

Clients

42

Employees

1

Works with

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

$3,696,868

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282938

Website

tjwfiduciary.com (opens in new tab)

Phone

(833) 255-8600

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

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