Asset Management Associates fees and pricing

Financial planner in South Windsor, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Asset Management Associates charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The advisor may charge an hourly fee not to exceed $250.00 per hour in order to establish such accounts.”

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

“Clients may elect to be billed directly for fees or to authorize Asset Management Associates to directly debit fees from client accounts.”
“Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.

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: 104
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: $101,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 119878
Website: assetmanagementassociates.com (opens in new tab)
Phone: (860) 648-1953

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