Webb Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly-based engagements billed at a rate of $250 per hour are offered on a limited basis for special situations.”

Quarterly fee

$625⁠-⁠$2,500/qtr

“The typical range for an annual fixed fee is $2,500 to $10,000 per year ($625 to $2,500 per quarter).”

Annual fee

$2,500⁠-⁠$10,000/yr

From the same sentence as above.

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

How Webb Financial Planning LLC bills

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

• “Such fees are calculated on an annual basis and billed quarterly in arrears.”
• “The balance will be due and payable immediately on presentation of the plan or advice to the client.”
• “Under no circumstance will fees be collected more than six months in advance, and all projects spanning three months or more are billed quarterly, in arrears.”

How Webb Financial Planning LLC’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its annual fee of $2,500-$10,000 spans the New Jersey median of $6,318. 47% of the 47 other New Jersey planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Webb Financial Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

67

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126422

Phone

(856) 428-2181

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Haddon Heights that publish fees

• Cypress Financial PlanningHaddon Heights$1,500⁠-⁠$5,000
• 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
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

Compare all 417 planners in New Jersey