Firm
Accretive Wealth Partners
Parsippany, New Jersey
Fee-only
Accretive Wealth Partners at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 204 individual clients, 142 of them high net worth.
- Its average account is about $717,000 (assets it manages divided by its 704 accounts).
- Its ongoing planning fee starts at $5,000 a year, below the New Jersey median of $7,450.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Parsippany, New Jersey |
|---|---|
| Website | accretivewealthpartners.com |
| [email protected] | |
| Phone | (973) 970-2627 |
Accretive Wealth Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"Our minimum annual advisory fee for investment management services is $5,000 annually." source
"Our wealth management services is for households that have aggregate account values of $1 million or greater." source
"Since we are compensated by the assets-under-management of our firm, we do have a conflict of interest for managing more investment assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $505 million |
| Individual clients | 62 |
| High-net-worth clients | 142 |
| Accounts managed | 704 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-117780) |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 299544 |
Advisors at this firm (3)
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