Asset Management Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$925/hr

“These fees are based on an hourly rate of $925/hour and will typically range from $2,500 $10,000 per year.”

Annual fee

$2,500⁠-⁠$10,000/yr

From the same sentence as above.

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

How Asset Management Group, Inc. bills

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

• “Clients will have a period of five (5) business days from the date of signing the agreement to unconditionally rescind the agreement and receive a full refund of all fees.”
• “Upon termination after the five business days, we will prorate fees to the date of termination and refund to the client the unearned portion of the fee we have collected.”

How Asset Management Group, Inc.’s fees compare

• Its hourly rate of $925 is above the Connecticut median of $300. 98% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Stamford that publish an hourly rate charge less.
• Its annual fee of $2,500-$10,000 spans the Connecticut median of $6,000. 56% of the 27 other Connecticut planners that publish an annual fee charge less.

About Asset Management Group, Inc.

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

254

Employees

6

Works with

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

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$898,343,327

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110116

Website

facebook.com/AMGPlanning/?ref=bookmarks (opens in new tab)

Phone

(203) 964-8300

Can advise clients in 15 states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Stamford that publish fees

• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Euclid Harding, LLCStamford$500/hr, $750/qtr
• Quarve Associates, LLCStamford$500/hr
• RZH Advisors LLCStamford$400⁠-⁠$600/hr, $2,500⁠-⁠$50,000
• Sovereign Financial Group, Inc.Stamford$200⁠-⁠$450/hr, $1,500⁠-⁠$10,000
• Webster Wealth Advisors, Inc.Stamford$400/hr, $5,000⁠-⁠$15,000

Compare all 15 planners in Stamford