Viso Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range from $1,000 to $10,000.”

Quarterly fee

$1,000⁠-⁠$10,000/qtr

“Fees are paid quarterly in arrears, ranging from $1,000 to $10,000 per quarter.”

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

How Viso Wealth Management LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable at the sole discretion of the Advisor.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Viso Wealth Management LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the New Jersey median of $5,000. 56% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 2 other planners in Moorestown that publish a flat or project fee charge less.

About Viso Wealth Management LLC

• Principal: Kevin Megargel
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,233,357

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336227

Website

visowealth.com (opens in new tab)

Phone

(609) 706-6082

Other planners in Moorestown that publish fees

• Bluefin FinancialMoorestown$200⁠-⁠$400/hr, $250⁠-⁠$25,000
• Purpose BuiltMoorestown$350/hr, $750⁠-⁠$2,000/mo
• Quaker Wealth Management LLCMoorestown$1,200⁠-⁠$10,000
• 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 6 planners in Moorestown