TKG Wealth Advisers LLC fees and pricing
Financial planner in Cranford, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 25, 2026, TKG Wealth Advisers LLC charges $150-$500 an hour and a flat or project fee of $1,200-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“The fee for financial planning and consulting services will be charged as a fixed fee, typically ranging from $1,200 to $10,000, or on an hourly basis, ranging from $150 to $500 per hour, depending on the complexity of each client’s circumstances.”
- Flat or project fee
- $1,200-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How TKG Wealth Advisers LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Fee will be appropriately prorated to reflect any withdrawals and/or contributions which occur during billing cycle and shall be paid to the Firm regardless of the account’s profitability.”
- “All the above-referenced Fees are negotiable.”
- “Any Fees due to TKG Wealth shall be debited from the client’s account(s) invoiced to the client when due and shall be paid by a direct debited from the clients’ account(s).”
How TKG Wealth Advisers LLC’s fees compare
- Its hourly rate of $150-$500 spans the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,200-$10,000 spans the New Jersey median of $5,000. 59% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About TKG Wealth Advisers LLC
- Firm size: 5 employees.
- Registered as an adviser: 2024 (2 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
- 1.75% a year
- Minimum
- $1,200 minimum fee (stated in brochure)
- Clients
- 271
- Employees
- 5
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $102,121,645
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324156
- Phone
- (848) 235-5405
Other planners in Cranford that publish fees
- S.f. Ehrlich Associates, Inc.Cranford$500-$5,000
- Virtus Wealth SolutionsCranford$500/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
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.