Wealth Management Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour.”

Flat or project fee

$100⁠-⁠$25,000

From the same sentence as above.

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

How Wealth Management Associates, Inc. bills

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

• “Upon completion of the initial information and data gathering session, our associated persons will prepare and present a comprehensive financial plan to the client.”
• “Both fixed and hourly fees are negotiable depending upon the complexity of the client’s financial situation, the relationship of the client to the advisor and the actual services provided.”
• “If billed on an hourly basis, our associated persons will provide you with an estimate of the hours needed to complete the requested services.”

How Wealth Management Associates, Inc.’s fees compare

• Its hourly rate of $150 is below the New Jersey median of $300. 5% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 4 other planners in Cherry Hill that publish an hourly rate charge less.
• Its flat or project fee of $100-$25,000 spans the New Jersey median of $5,000. 85% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Cherry Hill that publish a flat or project fee charge less.

About Wealth Management Associates, Inc.

• Firm size: 20 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

907

Employees

20

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, selecting other advisers, and educational seminars and workshops

Assets managed

$717,359,659

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117606

Website

wealthmanage.net (opens in new tab)

Phone

(856) 424-2350

Can advise clients in 13 states: Arizona, California, Delaware, Florida, Maryland, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Cherry Hill that publish fees

• Bonfrisco Wealth Management LLCCherry Hill$250⁠-⁠$500
• Co-Missions Financial PlanningCherry Hill$500/hr
• Dolcini Capital ManagementCherry Hill$300/hr, $1,250⁠-⁠$5,000
• MK3 Wealth LLCCherry Hill$400/hr, $1,000⁠-⁠$25,000
• S & a Financial Strategies & Services, LLCCherry Hill$350/hr, $1,500
• The Benchmark Group RIA Services, LLCCherry Hill$1,000⁠-⁠$7,500/mo

Compare all 8 planners in Cherry Hill