Del Gallo Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“On an hourly basis, ranging from $125 to $350 per hour, depending on the nature and complexity of the topic covered, the number of individuals attending the seminar or workshop, and upon mutual agreement with the client.”

Flat or project fee

$1,000⁠-⁠$30,000

“As a fixed speaker fee, typically ranging from $1000 to $30,000, depending on the nature and complexity of the topic covered, the number of individuals attending the seminar or workshop, and upon mutual agreement with the client. 2.”

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

How Del Gallo Financial Services, LLC bills

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

• “Trust Company's fees, charges and all other expenses are billed by the Trust Company to the client for trust services and are in addition to any referral fees paid to DFS, LLC.”
• “The balance of the payment will be invoiced by DFS, LLC as consulting services are performed or at completion of the consulting services, as specified by the consulting agreement.”
• “Plan sponsors will be invoiced in arrears at the end of each calendar quarter or semi-annually as agreed to at the start of the relationship and within the consulting agreement.”

How Del Gallo Financial Services, LLC’s fees compare

• Its hourly rate of $125-$350 spans the Connecticut median of $300. 22% of the 103 other Connecticut planners that publish an hourly rate charge less.
• None of the 3 other planners in Avon that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$30,000 spans the Connecticut median of $5,125. 94% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Avon that publish a flat or project fee charge less.

About Del Gallo Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.5% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

12

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$5,931,578

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148260

Website

delgallo.com (opens in new tab)

Phone

(860) 675-5201

Other planners in Avon that publish fees

• Crionna Wealth LLCAvon$400/hr
• Milestone Asset Management Group, LLCAvon$300/hr, $2,000⁠-⁠$15,000
• Telos Partners LLCAvon$500/hr, $12,500
• 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

Compare all 5 planners in Avon