Crionna Wealth LLC fees and pricing

Financial planner in Avon, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 29, 2026, Crionna Wealth LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Services are offered based on an hourly fee of $400 per hour.”

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

“Fees are billed monthly or quarterly in arrears or advance based on the amount of assets managed - 5- as of the close of business on the last business day of the previous billing period.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

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.
2 of the 3 other planners in Avon that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 61
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $65,553,774
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 330136
Website: crionnawealth.com (opens in new tab)
Phone: (860) 362-1045

Can advise clients in 2 states: Connecticut, Florida

Is something on this page wrong or out of date?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.