Firm
Adviso Wealth
Princeton, New Jersey
Fee-only
Adviso Wealth at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 1 of them high net worth.
- Its average account is about $87,000 (assets it manages divided by its 41 accounts).
- Its hourly rate of $350 is above the New Jersey median of $300.
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Princeton, New Jersey |
|---|---|
| Website | advisowealth.com |
| [email protected] | |
| Phone | (610) 840-2622 |
Adviso Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,500 |
|---|---|
| Hourly | $350 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Typical engagements range from $3,500 to $7,500, depending on complexity." source
"Billed hourly at $350. Only the time required is used." source
"No, we do not have an asset minimum." source
"Financial Planning and Investment Managament is billed as a flat fee rather than a percentage of 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 9 |
| High-net-worth clients | 1 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 308198 |