Firm
Financial Futures
Brielle, New Jersey
Fee-only
Facts
| Based in | Brielle, New Jersey |
|---|---|
| Website | financial-futures-llc.com |
| Phone | (732) 722-7289 |
Financial Futures 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 | $300 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Hourly consultations may be available starting at $300+ per hour." source
"Up to $3,000,000 1.0%" source
"plus annual planning and asset management fees, paid quarterly" source
"Initial engagement fee, dependent on plan complexity" 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 | $270 million |
| Individual clients | 115 |
| Financial planning | Offered |
| Form ADV filed | October 2, 2026 |
| SEC record | CRD 128900 |