Wrought Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Consulting Services Financial consulting services are provided on an hourly basis, with an hourly rate of $350/hour.”

Annual fee

$4,800/yr

“There is a minimum annual fee of $4,800.”

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

How Wrought Financial Planning bills

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

• “The fee is billed in six (6) equal monthly installments, in advance.”
• “Clients may pay by check or electronic funds transfer.”
• “Upon completion of the Get Organized Meeting and the plan build, Wrought will determine the client's net worth and confirm the fee by applying the fee formula above to that net worth.”

How Wrought Financial Planning’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Haddonfield that publish an hourly rate charge less.
• Its annual fee of $4,800 is below the New Jersey median of $6,318. 28% of the 47 other New Jersey planners that publish an annual fee charge less.

About Wrought Financial Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College 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

3% a year

Minimum

$4,800 minimum fee (stated in brochure)

Clients

47

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$44,246,188

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314597

Website

instagram.com/wrought_fp (opens in new tab)

Phone

(856) 249-9980

Can advise clients in 3 states: Delaware, New Jersey, Pennsylvania

Other planners in Haddonfield that publish fees

• Haddon Wealth Management, LLCHaddonfield$1,500/yr
• Haddonfield Financial Planning LLCHaddonfield$250/hr
• Onroute FinancialHaddonfield$250/hr, Up to $10,000
• 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

Compare all 4 planners in Haddonfield