Bourgeon Capital Management LLC fees and pricing
Financial planner in Darien, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 16, 2026, Bourgeon Capital Management LLC charges a flat or project fee of $7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,000
“The cost of the development of an initial financial plan is $7,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bourgeon Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the investment management agreement terminates, we promptly refund any unearned fees.”
- “Bourgeon bills retirement-plan clients quarterly in advance for retirement-plan advisory fees, and each retirement-plan client agrees in advance how the fee will be paid.”
- “If the investment management agreement terminates, we promptly refund 4 any unearned fees.”
How Bourgeon Capital Management LLC’s fees compare
- Its flat or project fee of $7,000 is above the Connecticut median of $5,125. 64% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Bourgeon Capital Management LLC
“Bourgeon also offers financial-planning services. Clients sometime request that Bourgeon provide financial advice that is unrelated to securities.”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
- Charitable giving
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% a year
- Clients
- 286
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,277,800,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108054
- Phone
- (203) 280-1170
Can advise clients in 10 states: California, Connecticut, Florida, Louisiana, Massachusetts, New Jersey, New York, Oregon, Pennsylvania, Wyoming
Other planners in Darien that publish fees
- Beirne.Darien$250-$5,000
- 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.