5TH Street Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“These fees vary but generally range from $3,000 to $5,000 on a fixed fee basis and/or $400 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the services.”

Flat or project fee

$3,000⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 5TH Street Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is prorated for cash flows and charged quarterly, in arrears, based upon the market value of the assets being managed by 5th Street on the last day of the previous quarter.”
• “Generally, 5th Street requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement with the balance due upon delivery of the financial plan or completion of the agreed upon services.”
• “Alternatively, clients may elect to have 5th Street send an invoice for payment.”

How 5TH Street Advisors, LLC’s fees compare

• Its hourly rate of $400 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 is below the Connecticut median of $5,125. 31% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About 5TH Street Advisors, LLC

• Firm size: 7 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

207

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$524,460,932

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140165

Website

5thstreetadvisors.com (opens in new tab)

Phone

(203) 327-1212

Can advise clients in 16 states: California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, South Carolina, Texas, Virginia

Other planners in Southport that publish fees

• Southport Station Financial Management, LLCSouthport$250⁠-⁠$375/hr, $500⁠-⁠$20,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

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