Cfig Investment Advisory Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The advisors hourly fee will be billed at a rate of $400 per hour, but may be negotiated in advance.”

Flat or project fee

$5,000⁠-⁠$25,000

“CFIG will charge a fixed fee for comprehensive financial planning services generally in the range of $5,000 to $25,000 per plan as contracted for with client in advance dependent on client needs.”

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

How Cfig Investment Advisory Services, LLC bills

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

• “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
• “The Advisor’s hourly fees will be negotiated and agreed upon by the parties in advance.”
• “Hourly fee-based clients are billed on a monthly basis upon completion of work performed. 5 CFO Services Fees Fees for CFO Services are generally computed at an hourly rate for short-term consultations (six months or less).”

How Cfig Investment Advisory Services, LLC’s fees compare

• Its hourly rate of $400 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 7 of the 7 other planners in Westport that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$25,000 spans the Connecticut median of $5,125. 91% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Westport that publish a flat or project fee charge less.

About Cfig Investment Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2011 (15 years).

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

17

Employees

1

Works with

Individuals and high net worth individuals

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

$31,382,699

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

148261

Website

cfig-advisory.com (opens in new tab)

Phone

(203) 971-1910

Other planners in Westport that publish fees

• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Blue Keel Financial PlanningWestport$250/hr, $2,000⁠-⁠$10,000
• Brennan Capital Management LLCWestport$300/hr, $750⁠-⁠$3,000
• Drum Hill Capital, LLCWestport$300/hr
• Foundation Financial Inc.Westport$125⁠-⁠$200/hr, $1,000⁠-⁠$4,500
• Greater WealthWestport$5,000

Compare all 20 planners in Westport