Firm
Ballaster Financial
Jersey City, New Jersey
Fee-only
Ballaster Financial 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 27 individual clients, 17 of them high net worth.
- Its average account is about $167,000 (assets it manages divided by its 131 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the New Jersey median of $7,450.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Jersey City, New Jersey |
|---|---|
| Website | ballasterfinancial.com |
| [email protected] | |
| Phone | (973) 544-8061 |
Ballaster Financial 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.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Flat fee starting at $10,000" source
"First $0-$1,000,000 1.00%" source
"do not have an asset minimum to work with us" source
"For those looking to invest up to $1 million, we charge a flat fee based on the complexity of your plan." 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 · Fixed fees |
|---|---|
| Assets managed | $22 million |
| Individual clients | 10 |
| High-net-worth clients | 17 |
| Accounts managed | 131 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 316668 |