Firm
Eagle Grove Advisors
Westfield, New Jersey
Fee-only
Facts
| Based in | Westfield, New Jersey |
|---|---|
| Website | eaglegroveadvisors.com |
| Phone | (917) 473-1729 |
Eagle Grove 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.
| Ongoing planning | From $7,450 a year |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"We have a minimum fee of $7,450 per year, which includes Financial Life Planning, Tax Preparation/Planning, and Investment Management up to $800,000." source
"Investment management starts at 0.95% for the first $500,000 with breakpoints after that." source
"Investment management starts at 0.95% for the first $500,000 with breakpoints after that." source
"We have a minimum fee of $7,450 per year, which includes Financial Life Planning, Tax Preparation/Planning, and Investment Management up to $800,000." 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 | $46 million |
| Individual clients | 52 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 283096 |