Dennis Glynn, CPA fees and pricing
Financial planner in Rocky Hill, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Dennis Glynn, CPA charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Financial planning and consulting services Our fees for financial planning or consulting services is $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Dennis Glynn, CPA bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees Our fees for individual portfolio management services are generally billed quarterly and are based on the amount of assets under management.”
- “At termination, fees will be billed on a pro rata basis for the portion of the quarter or year completed.”
- “If the client has been billed an annual fee and the time billed is not completed, we will refund the client for our fees billed in advance based on the number of days left in the period billed.”
How Dennis Glynn, CPA’s fees compare
- Its hourly rate of $200 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.
About Dennis Glynn, CPA
“Dennis Glynn, the sole proprietor and sole owner, provides personalized confidential financial planning and investment management to individuals and to participants in employer sponsored Simple-IRA plans.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 69
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $40,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 129744
- Phone
- (860) 563-1040
Other planners in Rocky Hill that publish fees
- Sovereign Financial ServicesRocky Hill$180-$250/hr
- 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
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.