AdviceOne Advisory Services, LLC fees
Financial planner in Glastonbury, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, AdviceOne Advisory Services, LLC (Glastonbury, CT) charges a flat or project fee of up to $25,000 for financial planning.
- Website: adviceoneretirement.com (opens in new tab)
- Call (860) 659-4900
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Flat or project fee
- Up to $25,000
Can go up to $25,000; the Connecticut median is $6,875.
“We offer financial planning services for up to $25,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 56 employees
How AdviceOne Advisory Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees paid in advance will be prorated to the effective date of termination and any unearned portion of the fee will be promptly refunded to the client.”
- “An initial financial planning fee is paid in advance, typically in the fourth meeting This fee is non-refundable unless the contract is terminated within five (5) days of signing the financial planning agreement.”
- “Ongoing planning services are paid either annually or quarterly, in arrears.”
About AdviceOne Advisory Services, LLC
- Founded: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 1,449
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 17, 2026
- CRD number
- 111614 (opens in new tab)
- Phone
- (860) 659-4900
Registered or notice filed in 26 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia
Other planners in Glastonbury that publish fees
- Briggs Wealth Management, Inc.GlastonburyHourly $150-$500/hr, Flat $5,000-$10,000
- Mark Sheptoff Financial Planning LLCGlastonburyHourly from $300/hr
- Somnio Financial Group, LLCGlastonburyAnnual $1,000-$20,000/yr
- TOP Private WealthGlastonburyHourly $400/hr, Flat $6,000-$20,000
More planners in Connecticut that publish fees
- Burne Financial Concepts, LLCWatertownHourly $200-$350/hr
- Vihar Capital ManagementDarienHourly $200/hr
- Compass Wealth Management LLCGuilfordFlat up to $10,000
- Sightline Wealth Advisors, LLCGrotonHourly up to $350/hr, Flat $1,000-$7,500
- Fierston Financial Group IncWest HartfordHourly $150-$750/hr, Flat $1,000-$7,500
- Smarter Way WealthNew HavenMonthly $100/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.