Tucker Wealth Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Our hourly rate is $325/hr.”

Flat or project fee

$2,000⁠-⁠$7,500

“Fixed fee rates range between $2,000 to $7,500.”

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

How Tucker Wealth Advisory bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly or quarterly in arrears, starting at $500.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Tucker Wealth Advisory’s fees compare

• Its hourly rate of $325 is above the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Westfield that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$7,500 spans the New Jersey median of $5,000. 47% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Westfield that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Tucker Wealth Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• 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

329354

Phone

(908) 569-8660

Can advise clients in 2 states: New Jersey, New York

Other planners in Westfield that publish fees

• Eagle Grove Advisors LLCWestfield$250/hr, $620/mo
• Mcgovern Financial Advisors, LLCWestfield$400/hr, $7,000⁠-⁠$8,000
• Time Investment AdvisersWestfield$100⁠-⁠$300
• 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

Compare all 7 planners in Westfield