Envest Asset Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 4, 2026, Envest Asset Management, LLC charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “The hourly rate is between $150.00 per hour and $250.00 per hour, depending on complexity.”

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

“The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

Its hourly rate of $150-$250 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.
None of the 3 other planners in Ridgefield that publish an hourly rate charge less.

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: 1.15% a year
Clients: 67
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $45,808,164
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 293134
Website: envestam.com (opens in new tab)
Phone: (516) 521-7898

Is something on this page wrong or out of date?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