Firm
Dorchester Advisors
Short Hills, New Jersey
Fee-only
Dorchester Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 32 individual clients, 23 of them high net worth.
- Its average account is about $842,000 (assets it manages divided by its 98 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Short Hills, New Jersey |
|---|---|
| Website | dorchesteradvisors.com |
| Phone | (973) 671-1560 |
Dorchester Advisors 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge 1% of assets under management." source
"They generally have at least $500,000 to invest with us" 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 | $83 million |
| Individual clients | 9 |
| High-net-worth clients | 23 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 154460 |