Achieve Retirement & Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How Achieve Retirement & Wealth Management, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Achieve Retirement & Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the Connecticut median of $300. 69% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Ridgefield that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Connecticut median of $5,125. 77% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Achieve Retirement & Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

Clients

66

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$75,618,712

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336486

Website

achieveretirementandwealth.com (opens in new tab)

Phone

(203) 642-6781

Other planners in Ridgefield that publish fees

• Envest Asset Management, LLCRidgefield$150⁠-⁠$250/hr
• Granite Hill Capital Management, LLCRidgefield$200/hr, $1,000/yr
• R & R Wealth Strategies, LLCRidgefield$400/hr, $5,000⁠-⁠$15,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr

Compare all 4 planners in Ridgefield