Wealth Management Advisors, LLC fees and pricing

Financial planner in Livingston, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 21, 2018, Wealth Management Advisors, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 21, 2018. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Our financial planning fees are calculated and charged on an hourly basis at a rate of $200 per hour.”

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

“The fee will be due and payable in arrears at the end of each calendar quarter.”
“Fees in General Our fees are billed in arrears at the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
“Clients will have a period of five (5) business days from the date of signing the agreement to unconditionally rescind the agreement with us and receive a full refund of all fees.”

Its hourly rate of $200 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 1999 (27 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 29
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,390,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 125615
Phone: (973) 369-7910

Is something on this page wrong or out of date?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