Lavish Financial Planning

Lavish Financial Planning at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 4 employees and 225 individual clients, 105 of them high net worth.
• Its average account is about $110,000 (assets it manages divided by its 322 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

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

Facts

Lavish Financial Planning fees

Lavish Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Danna Jacobs

  CFP · MBA

• Taylor Peters

  CFP

Other fee-only firms in Morristown

• Runnymede Capital Management
• Baron Financial Group, LLC
• Keller Wealth Management
• Kiely Capital Management, Inc.

Fee-only advisors in New Jersey