Catum Advisory Group, LLC. fees and pricing
Financial planner in Wilton, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Catum Advisory Group, LLC. charges $450 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our hourly fees are charged at a rate of $450 per hour.”
- Flat or project fee
- $1,500-$5,000
“Our fixed fees generally range between $1,500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Catum Advisory Group, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If our portfolio management agreement is executed at any time other than the first day of the calendar quarter, our Management Fee will apply on a pro-rata basis.”
- “This means that our Management Fee is payable only in proportion to the number of days in the calendar quarter during which you are a client.”
- “Our Management Fee is negotiable, depending on individual client circumstances.”
How Catum Advisory Group, LLC.’s fees compare
- Its hourly rate of $450 is above the Connecticut median of $300. 86% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 is below the Connecticut median of $5,125. 27% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Catum Advisory Group, LLC.
- Firm size: 4 employees.
- Registered as an adviser: 2026.
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
- 2% a year
- Clients
- 75
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $128,644,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 277148
- Phone
- (203) 344-7770
Can advise clients in 4 states: Connecticut, Florida, Massachusetts, Texas
Other planners in Wilton that publish fees
- Trivium Point Advisory, LLCWilton$250-$500/hr
- 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
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.