Virtus Wealth Solutions fees and pricing

Financial planner in Cranford, New Jersey. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Virtus Wealth Solutions charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat or fixed fee, or an hourly rate not to exceed $500.”

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

“In substantially all cases, the annual account management fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”
“All Virtus Wealth Solutions advisory management fees are negotiable.”
“Clients may also be billed on a fixed fee basis rather than using one of the firm’s standard fee schedules as may be agreed to by the firm and the client.”

Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.

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: 3% a year
Clients: 307
Employees: 6
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $594,905,446
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332536
Website: linkedin.com/company/virtusws (opens in new tab)
Phone: (908) 967-6360

Is something on this page wrong or out of date?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.