Briggs Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“On an hourly basis calculated on a charge ranging from $ 150 to $500 per hour.”

Flat or project fee

$5,000⁠-⁠$10,000

“As a fixed fee, typically ranging from $5,000 to $10,000, depending on the nature and complexity of each client's circumstances.”

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

How Briggs Wealth Management, Inc. bills

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

• “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets may be adjusted or prorated based on the number of days remaining in the quarter.”
• “Consulting services fees are payable monthly in arrears or upon completion of the advisory service.”
• “Fees are based on complexity of the estate and are paid monthly in arrears.”

How Briggs Wealth Management, Inc.’s fees compare

• Its hourly rate of $150-$500 spans the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Glastonbury that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 spans the Connecticut median of $5,125. 67% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Briggs Wealth Management, Inc.

• Firm size: 6 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

1.25% a year

Clients

132

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$362,026,338

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

125518

Website

briggswealthmgmt.com (opens in new tab)

Phone

(860) 633-8988

Can advise clients in 3 states: Connecticut, Florida, New Hampshire

Other planners in Glastonbury that publish fees

• Empower Financial Advisory, LLCGlastonbury$1,500⁠-⁠$20,000/yr
• Mark Sheptoff Financial Planning LLCGlastonbury$300/hr
• Somnio Financial Group, LLCGlastonbury$8,000/yr
• Top Private WealthGlastonbury$400/hr, $6,000⁠-⁠$20,000

Compare all 11 planners in Glastonbury