Connecticut Capital Management Group, LLC fees and pricing
Financial planner in Milford, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 13, 2026, Connecticut Capital Management Group, LLC charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“The Fixed Fee schedule is $3,000 paid quarterly, in arrears, billed to the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Connecticut Capital Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset-based portfolio management fees are withdrawn directly from the client's accounts, with client's written authorization, 6 quarterly in arrears.”
- “When applicable, this fee is prorated based on the number of days in the quarter in which the Investment Advisory Contract was in force.”
- “Fees may be negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
How Connecticut Capital Management Group, LLC’s fees compare
- Its flat or project fee of $3,000 is below the Connecticut median of $5,125. 23% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Connecticut Capital Management Group, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2019 (7 years).
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
- 1.5% a year
- Clients
- 114
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $253,921,421
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305013
- Phone
- (203) 877-1520
Can advise clients in 2 states: Connecticut, Texas
Other planners in Connecticut that publish fees
- 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
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/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.