Firm
Sarkor Financial Advisors
Bloomfield, New Jersey
Fee-only
Facts
| Based in | Bloomfield, New Jersey |
|---|---|
| Website | sarkorfinancialadvisors.com |
| [email protected] | |
| Phone | (862) 283-0776 |
Sarkor Financial Advisors 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 $7,500 a year |
|---|---|
| One-time plan | From $2,500 |
| Hourly | $350 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee · Percentage of assets |
In the firm's words
"Financial planning engagements start at $350 per hour with a 1-hour minimum." source
"We offer project-based financial planning engagements for $2,500 – $10,000." source
"an ongoing annual fee that starts at $7,500 for individuals" source
"starting at 1% for aum above $500,000 and decreasing as client aum increases" 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 | $1 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 330176 |