Wright Financial Advisory LLC fees and pricing
Financial planner in West Orange, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, Wright Financial Advisory LLC charges $150-$350 an hour, a flat or project fee of $2,500, and a monthly fee of $99-$199 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“For specific project-based requests, the Firm charges an hourly rate of $150 to $350 per hour.”
- Flat or project fee
- $2,500
“Flat fees starting at $2,500 for deep-dive planning projects. ● Hourly Consulting:”
- Monthly fee
- $99-$199/mo
“A recurring fixed fee ranging from $99 to $199 per month, depending on the complexity of the client’s needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wright Financial Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients pay invoices directly via electronic fund transfer (ACH), credit card, or check.”
- “Because all fees are collected strictly in arrears for work already completed, the Firm does not hold unearned client fees.”
- “All fees are earned and collected strictly in arrears.”
How Wright Financial Advisory LLC’s fees compare
- Its hourly rate of $150-$350 spans 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 $2,500 is below the New Jersey median of $5,000. 24% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wright Financial Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- 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
- 341180
- Phone
- (973) 525-6351
Other planners in New Jersey that publish fees
- 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
- Ahara AdvisorsJersey City$1,000/hr
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.