Firm
S & a Financial Strategies & Services
Cherry Hill, New Jersey
Fee-only
S & a Financial Strategies & Services at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 39 individual clients.
- Its average account is about $416,000 (assets it manages divided by its 39 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Cherry Hill, New Jersey |
|---|---|
| Website | letsmakesense.info |
| Phone | (856) 482-1250 |
S & a Financial Strategies & Services fees
S & a Financial Strategies & Services doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 39 |
| Accounts managed | 39 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 140188 |
Advisors at this firm (1)
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