Wealthness LLC fees and pricing
Financial planner in Boonton, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Wealthness LLC charges an annual fee of $6,000 for financial planning.
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.
- Annual fee
- $6,000/yr
“The fixed annual fee starts at $6,000 and is paid quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthness LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is paid in advance prior to commencement of the engagement.”
- “The fee is billed quarterly in advance based on the account value on the last day of March, June, September and December.”
- “Initial fees for partial time periods will be prorated based on the number of days in the period.”
How Wealthness LLC’s fees compare
- Its annual fee of $6,000 is below the New Jersey median of $6,318. 40% of the 47 other New Jersey planners that publish an annual fee charge less.
About Wealthness LLC
“Wealthness provides integrated wealth management services that include the Freedom Blueprint, Chief Wealth Officer services, comprehensive financial planning, asset management, investment consulting on held-away assets, and retirement plan consulting.”
- Principal: Tibor R. Dani
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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
- 1% a year
- Clients
- 36
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $30,665,833
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298675
- Phone
- (973) 387-4900
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
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.