Barron Financial Group, LLP fees and pricing
Financial planner in Torrington, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 22, 2026, Barron Financial Group, LLP charges $200 an hour, a flat or project fee of $400-$3,200, a quarterly fee of $937, and an annual fee of $3,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services are offered based on an hourly fee of $200 per hour.”
- Flat or project fee
- $400-$3,200
“Services are offered based on a range of $400 - $3,200 depending on the complexity of the engagement.”
- Quarterly fee
- $937/qtr
“A client that invests $300,000 will pay an annual fee of $3750 per year or $937.50 per quarter.”
- Annual fee
- $3,750/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Barron Financial Group, LLP bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the closing portfolio balance at the end of the previous quarter.”
- “Fees are billed quarterly in arrears based on the daily average balance of the advised accounts.”
- “If the services to be provided start any time other than the first day of a quarter, the fee will be prorated based on the number of days remaining in the quarter.”
How Barron Financial Group, LLP’s fees compare
- Its hourly rate of $200 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $400-$3,200 is below the Connecticut median of $5,125. 9% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- Its annual fee of $3,750 is below the Connecticut median of $6,000. 37% of the 27 other Connecticut planners that publish an annual fee charge less.
About Barron Financial Group, LLP
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 192
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $199,126,279
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140504
- Phone
- (860) 489-0432
Can advise clients in 5 states: Connecticut, Florida, New Hampshire, New York, South Carolina
Other planners in Connecticut that publish fees
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- 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
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.