William Edward Durnan fees and pricing
Financial planner in Far Hills, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 25, 2023, William Edward Durnan charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“The hourly rate is: $100.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How William Edward Durnan bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, If necessary, fees will be prorated for only those hours for which services were provided.”
- “For Client’s that do not provide for automatic deductions, an invoice will be sent directly to the Client on a quarterly basis.”
How William Edward Durnan’s fees compare
- Its hourly rate of $100 is below the New Jersey median of $300. 1% of the 174 other New Jersey planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About William Edward Durnan
“Durnan Advisors is a fee-based investment advisor that offers two types of advisory services: portfolio management services and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1981 (45 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 6
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $70,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128916
- Phone
- (973) 543-5353
Can advise clients in 2 states: Florida, New Jersey
Other planners in Far Hills that publish fees
- Manley Capital Management, LLCFar Hills$1,250/qtr
- 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
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.