Elements 5 Investment Management fees: what the firm charges

Wellspent public graph/Firms/Elements 5 Investment Management

Elements 5 Investment Management 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 22 individual clients.
Its average account is about $200,000 (assets it manages divided by its 69 accounts).
Its hourly rate of $400 is above the New Jersey median of $300.

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Based in	Bridgewater, New Jersey
Website	elements5.us
Phone	(908) 421-1164

Elements 5 Investment Management 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.

Hourly	$400 an hour
How it charges	Percentage of assets · Hourly

In the firm's words

"project-based financial consulting at $400 per hour" source

"Elements 5 provides personalized investment management services for an annual fee based on the value of assets managed for the client." source

"project-based financial consulting at $400 per hour" 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	$14 million
Individual clients	22
Accounts managed	69
Employees	1
Planning clients	11-25
Financial planning	Offered
Form ADV filed	March 28, 2026
SEC record	CRD 167731

Advisors at this firm (1)

David Schram

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