Beirne. fees and pricing
Financial planner in Darien, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 17, 2026, Beirne. charges a flat or project fee of $250-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$5,000
“These fees are negotiable but generally range from $250 to $5,000 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beirne. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The asset-based management fee(s) is prorated and billed quarterly in advance, based on the market value of the assets being managed by BWC on the last day of the previous quarter.”
- “In certain circumstances, BWC’s fees, Independent Manager fees, custodial fees and other fees will be directly invoiced to the client for payment.”
- “The Firm’s fees are prorated through the date of termination, and any remaining balance is charged or refunded to the client, as appropriate.”
How Beirne.’s fees compare
- Its flat or project fee of $250-$5,000 is below the Connecticut median of $5,125. 17% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Beirne.
- Firm size: 9 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 435
- Employees
- 9
- Works with
- Individuals, high net worth individuals, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $2,259,001,736
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167103
- Phone
- (203) 701-8606
Can advise clients in 7 states: California, Connecticut, Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Darien that publish fees
- Bourgeon Capital Management LLCDarien$7,000
- Makenna & Company, Inc.Darien$2,500-$20,000/yr
- 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
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.