PlannerFees

WJL Financial Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated January 28, 2026, WJL Financial Advisors charges $250 an hour, a flat or project fee of $1,000, and an annual fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“If a client relationship is terminated during the year WJL will calculate hours spent during the year to date and multiply by WJL’s hourly rate of $250.”
Flat or project fee
$1,000
“Initial Working Session WJL’s fee for the initial working session is a fixed fee of $1,000.00 and is due at the end of the session. 6 Annual Advisory Services WJL’s fee for the Annual Advisory Services program depends on the scope of services provided and generally ranges between $1,500 and $10,000 per year.”
Annual fee
$1,500⁠-⁠$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 WJL Financial Advisors bills

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

  • “The annual fee is typically billed in four installments throughout the year.”
  • “The fee can either be deducted from a designated client account to facilitate billing or we will email you a bill which can be paid via check or electronic transfer.”
  • “If deducted the client must consent in advance to direct debiting of their investment account and a bill will be sent to the client before the deduction occurs.”

How WJL Financial Advisors’ 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 flat or project fee of $1,000 is below the New Jersey median of $5,000. 8% of the 168 other New Jersey planners that publish a flat or project fee charge less.
  • Its annual fee of $1,500-$10,000 spans the New Jersey median of $6,318. 38% 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 WJL Financial Advisors

“In addition, we provide as-needed services for an hourly fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Founded: 2013 (13 years).

Planning areas mentioned in the brochure

  • Tax planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
6
Services reported to regulators
Financial planning and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
169711
Website
wjladvisors.com (opens in new tab)
Phone
(973) 216-8748

Can advise clients in 7 states: Connecticut, Florida, Maryland, Minnesota, New Jersey, New York, Pennsylvania

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