Withum Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis and from $125 to $350 on an hourly basis, depending upon the level, complexity and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$500⁠-⁠$15,000

From the same sentence as above.

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

How Withum Wealth Management bills

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

• “In the limited event that Withum Wealth Management bills the client directly, payment is due upon receipt of Withum Wealth Management’s invoice.”
• “Withum Wealth Management shall deduct fees and/or bill clients quarterly in advance or arrears, based upon the market value of the assets on the last business day of the previous quarter.”
• “Withum Wealth Management's annual investment advisory fee shall be prorated and paid quarterly, in advance or arrears, as the case may be, based upon the market value of the assets on the last business day of the previous quarter.”

How Withum Wealth Management’s fees compare

• Its hourly rate of $125-$350 spans the New Jersey median of $300. 22% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 9 other planners in Red Bank that publish an hourly rate charge less.
• Its flat or project fee of $500-$15,000 spans the New Jersey median of $5,000. 67% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 4 of the 8 other planners in Red Bank that publish a flat or project fee charge less.

About Withum Wealth Management

• Firm size: 13 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning

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

Highest asset based fee in brochure

1.25% a year

Clients

755

Employees

13

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, and pension consulting

Assets managed

$2,340,272,087

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158332

Website

withumwealth.com (opens in new tab)

Phone

(732) 450-0147

Can advise clients in 18 states: Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia

Other planners in Red Bank that publish fees

• Atlas Private Wealth AdvisorsRed Bank$500⁠-⁠$15,000
• Buttfield & AssociatesRed Bank$250/hr, $50,000⁠-⁠$250,000
• Clear Wave Wealth Management, LLCRed Bank$1,000/yr
• Donald W. Cash & Associates, LLCRed Bank$500/hr, $5,000
• Garden State Retirement Specialists, LLCRed Bank$400/hr, $500⁠-⁠$5,000
• Hartshorne Group, LLCRed Bank$250⁠-⁠$500/hr, $5,000⁠-⁠$25,000

Compare all 18 planners in Red Bank