Firm
Webb Financial Planning
Haddon Heights, New Jersey
Fee-only
Webb Financial Planning 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 1 employee and 67 individual clients, 47 of them high net worth.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Haddon Heights, New Jersey |
|---|---|
| Phone | (856) 428-2181 |
Webb Financial Planning fees
Webb Financial Planning 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 20 |
| High-net-worth clients | 47 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 126422 |
Advisors at this firm (1)
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