Ziment Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$10,000

“AND CONSULTING SERVICES Registrant’s planning and consulting fees are negotiable, but generally range between $4,000 and $10,000 on a fixed-fee basis, depending upon the level, scope and complexity of the service(s) required and the professional(s) rendering the service(s).”

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

How Ziment Financial Advisors, Inc. bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Fee calculations will include the value of any accrued interest and shall also reflect prorated adjustments for inflows and outflows, in excess of $30,000, during the billing month.”

How Ziment Financial Advisors, Inc.’s fees compare

• Its flat or project fee of $4,000-$10,000 spans the New Jersey median of $5,000. 64% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Ziment Financial Advisors, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

10

Employees

3

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$47,760,772

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123850

Phone

(609) 514-0944

Can advise clients in 2 states: New Jersey, New York

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

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