Treesa Financial Planning, LLC fees and pricing
Financial planner in Closter, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 10, 2026, Treesa Financial Planning, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for financial planning and investment consultation services are $250 per hour, billed in six‐minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Treesa Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, you will be assessed fees on a prorated basis for services we have provided and/or work performed until the date of termination.”
- “Since our power planning session fees are due when services are provided and continuous service fees are paid in arrears, there is a no refund policy for these services.”
How Treesa Financial Planning, LLC’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Treesa Financial Planning, LLC
“Treesa Financial Planning LLC (“Treesa Financial Planning” or the “firm”) was founded in 2012 to provide fee‐only, as‐needed financial planning and investment consultation services to individuals and families, regardless of their income or net worth.”
- Principal: Theresa Wan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165288
- Phone
- (201) 771-0250
Can advise clients in 3 states: New Jersey, New York, Pennsylvania
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
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.