Firm
Roche Financial Partners
Hopewell, New Jersey
Fee-only
Facts
| Based in | Hopewell, New Jersey |
|---|---|
| Website | rochepartners.com |
| [email protected] | |
| Phone | (609) 575-6762 |
Roche Financial Partners 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.
| Asset-based fee | 1% 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
"Fee is 1.00% for Investment Management service only." source
"No Asset Minimums" source
"Professional Investment Management Fee is 0.50% of assets under direct management" source
"Ongoing and Proactive Oversight & Guidance to Ensure Continued Financial Wellness" 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 | $73 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 133604 |