Vaughan and Company Securities, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,500

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $2,500, depending on the specific arrangement reached with the client.”

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

How Vaughan and Company Securities, Inc. bills

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

• “When a decrease in value occurs, then the performance fee is payable only after the account has appreciated above the net value after the last performance fee was paid.”
• “The shared fees are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “The fees shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”

How Vaughan and Company Securities, Inc.’s fees compare

• Its flat or project fee of $1,500-$2,500 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.

About Vaughan and Company Securities, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

190

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

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

Assets managed

$218,871,800

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

18826

Website

facebook.com/VaughanandCo (opens in new tab)

Phone

(201) 444-1361

Can advise clients in 5 states: Florida, Massachusetts, New Jersey, New York, Texas

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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