Westport Advisory fees and pricing

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

According to its Form ADV Part 2A brochure dated October 5, 2026, Westport Advisory charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Financial Planning engagements are offered at an hourly rate of $500.”

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.”
“The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.
1 of the 3 other planners in Jersey City that publish an hourly rate charge less.

Principal: Thomas Gaffney
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 1
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: 340749
Website: westportadvisory.beehiiv.com (opens in new tab)
Phone: (646) 580-4103

Is something on this page wrong or out of date?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