WJ Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$375/hr

“Services are offered based on an hourly fee range of $125 to $375 per hour.”

Flat or project fee

$1,500⁠-⁠$15,000

“Services are offered based on a range of $1,500 - $15,000 depending on the complexity of the engagement.”

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

How WJ Financial Advisors, LLC bills

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

• “Combined Investment Management/Financial Planning Services fees are billed quarterly in arrears based on the average market value of the accounts during the quarter.”
• “Invoices are sent to clients each quarter and are payable within 15 calendar days after the end of the quarter.”
• “CAN BE deducted from a designated client account or paid via check.”

How WJ Financial Advisors, LLC’s fees compare

• Its hourly rate of $125-$375 spans the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$15,000 spans the Connecticut median of $5,125. 72% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About WJ Financial Advisors, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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% a year

Clients

272

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$203,354,827

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142761

Website

wjadvisors.com (opens in new tab)

Phone

(860) 663-3646

Can advise clients in 7 states: Connecticut, Florida, Massachusetts, Maryland, New Hampshire, New York, Pennsylvania

Other planners in Connecticut that publish fees

• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

Compare all 227 planners in Connecticut