Firm
LBT Wealth Management
Iselin, New Jersey
Fee-only
Facts
| Based in | Iselin, New Jersey |
|---|---|
| Website | lbtwealth.com |
| Phone | (732) 479-1730 |
LBT Wealth 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.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $2,500 |
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Annual planning fees thereafter $4,500" source
"A one-time initial planning fee of $2,500" source
"First $250,000 1.50%" source
"Assets above $25,000,000 0.40%" 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 |
|---|---|
| Assets managed | $12 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 155340 |