PlannerFees

Civitas Management LLC fees and pricing

Financial planner in Brooklyn, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 26, 2026, Civitas Management LLC charges a flat or project fee of $1,000⁠-⁠$10,000 and a monthly fee of $250⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,000⁠-⁠$10,000
“We charge a flat fee from $1,000 to $10,000 depending on the complexity of the Client’s situation and planning needs.”
Monthly fee
$250⁠-⁠$2,500/mo
“Ongoing Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $250.00 - $2,500.00 per month, depending on the complexity and needs of the Client.”

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

How Civitas Management LLC bills

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

  • “The fee may be negotiable in certain cases.”
  • “Fees for this service may be paid by electronic funds transfer, debit/credit card, or check.”
  • “Once the plan has been delivered, any earned but unpaid fees will be billed for work completed up to the date of termination.”

How Civitas Management LLC’s fees compare

  • Its flat or project fee of $1,000-$10,000 spans the New York median of $4,500. 62% of the 251 other New York planners that publish a flat or project fee charge less.
  • 8 of the 9 other planners in Brooklyn that publish a flat or project fee charge less.

About Civitas Management LLC

“Civitas Management offers financial planning and investment management services. Civitas Management provides financial planning services to clients for the management of their financial resources.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Connor Carbullido
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340279
Phone
(347) 718-3034

Other planners in Brooklyn that publish fees

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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.