Essex Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$250/hr

“Hourly fees range from $75 to $250 per hour.”

Flat or project fee

$250⁠-⁠$5,000

“Fixed fees range from $250 to $5,000.”

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

How Essex Financial Services, Inc. bills

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

• “Wealth Management Services Investment management fees are paid quarterly, in advance of each three-month period (“Billing Period”) pursuant to the terms of the investment advisory agreement.”
• “The investment management fee in the first Billing Period of service is prorated from the initial funding date of the account[s] to the end of the first Billing Period.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Essex Financial Services, Inc.’s fees compare

• Its hourly rate of $75-$250 is below the Connecticut median of $300. 4% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 is below the Connecticut median of $5,125. 17% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Essex Financial Services, Inc.

• Firm size: 46 employees.
• Registered as an adviser: 2003 (23 years).

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

2% a year

Clients

2,780

Employees

46

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$4,169,984,114

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

127549

Website

essexfinancialservices.net (opens in new tab)

Phone

(860) 767-4300

Can advise clients in 28 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington

Other planners in Essex that publish fees

• Jeffrey N. Mehler, CFP LLCEssex$500⁠-⁠$10,000/qtr
• Sullivan Financial, LLCEssex$250/hr, $2,500⁠-⁠$5,000
• 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

Compare all 5 planners in Essex