East Guilford Financial Services LLC fees and pricing
Financial planner in Madison, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, East Guilford Financial Services LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our Consultation Services fee is calculated and charged on a rate of $200 per hour and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How East Guilford Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for consultation services are due when the services are rendered or may be billed quarterly in arrears based on actual hours accrued and some are charged in advance.”
- “As separate invoice showing the hourly totals will be sent to clients under this arrangement.”
How East Guilford Financial Services LLC’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 East Guilford Financial Services LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
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
- 0.5% a year
- Clients
- 301
- 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
- $193,073,861
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127481
- Phone
- (203) 318-1177
Can advise clients in 7 states: Connecticut, Florida, Massachusetts, New Hampshire, New York, Rhode Island, Texas
Other planners in Madison that publish fees
- Sursum Financial LLCMadison$250/hr, $1,000-$15,000
- 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.