Continental Nine Financial Management, LLC fees and pricing

Published fees

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

Hourly rate

$145⁠-⁠$350/hr

“The fees for this service will range from $145.00 to $350.00 per hour depending on the location and complexity of the services provided.”

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

How Continental Nine Financial Management, LLC bills

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

• “The consultation services may require a retainer before any work is to be started and the balance due and payable upon successful completion of the plan.”
• “In some instances, a retainer fee may be required and the balance due and payable upon completion.”
• “All fees paid in advance will be refunded within five (5) business days.”

How Continental Nine Financial Management, LLC’s fees compare

• Its hourly rate of $145-$350 spans the Connecticut median of $300. 24% of the 103 other Connecticut planners that publish an hourly rate charge less.

About Continental Nine Financial Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1989 (37 years).

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

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$100 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and market timing

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

125638

Phone

(203) 753-7600

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

Compare all 227 planners in Connecticut