Firm
Wrought Financial Planning
Haddonfield, New Jersey
Fee-only
Wrought Financial Planning 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 2 employees and 47 individual clients, 19 of them high net worth.
- Its average account is about $135,000 (assets it manages divided by its 327 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Haddonfield, New Jersey |
|---|---|
| Website | wroughtfp.com |
| [email protected] | |
| Phone | (856) 249-9980 |
Wrought Financial Planning fees
Wrought Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, flat 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 | $44 million |
| Individual clients | 28 |
| High-net-worth clients | 19 |
| Accounts managed | 327 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 314597 |