Firm
Sustainable Financial Planning LLC
Hopatcong, New Jersey
Fee-only
Sustainable Financial Planning LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 6 of them high net worth.
- Its average account is about $363,000 (assets it manages divided by its 42 accounts).
- 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 | Hopatcong, New Jersey |
|---|---|
| Website | sustainablefinancialplanningllc.com |
| [email protected] | |
| Phone | (732) 996-3765 |
Sustainable Financial Planning LLC fees
Sustainable Financial Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects, ongoing planning fee. 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 | $15 million |
| Individual clients | 11 |
| High-net-worth clients | 6 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 309576 |
Advisors at this firm (1)
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