Firm
Premier Financial Planning, Inc.
Princeton, New Jersey
Fee-only
Premier Financial Planning, Inc. at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 39 individual clients, 15 of them high net worth.
- Its average account is about $397,000 (assets it manages divided by its 143 accounts).
- Its hourly rate of $300 is in line with the New Jersey median of $300.
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Princeton, New Jersey |
|---|---|
| Website | premierfinancialplan.com |
| [email protected] | |
| Phone | (609) 924-2424 |
Premier Financial Planning, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 0.5% to 1.5% a year |
| How it charges | Flat fee · Hourly · Percentage of assets · Ongoing planning fee |
In the firm's words
"an hourly rate (currently at $300) may be employed" source
"between 0.50% and 1.50%, calculated on an annualized basis" source
"between 0.50% and 1.50%, calculated on an annualized basis" source
"a comprehensive plan flat fee will be set based on the level of service required" 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 | $57 million |
| Individual clients | 24 |
| High-net-worth clients | 15 |
| Accounts managed | 143 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-68634) |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 145897 |