Euclid Harding, LLC fees and pricing
Financial planner in Stamford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 14, 2026, Euclid Harding, LLC charges $500 an hour, a quarterly fee of $750, and an annual fee of $6,000-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Rates are based on the expected hours required to produce the plan multiplied by a rate not to exceed $500/hr.”
- Quarterly fee
- $750/qtr
“There is a minimum fee of $750 per quarter.”
- Annual fee
- $6,000-$40,000/yr
“The fixed annual fee ranges from $6,000 to $40,000 and is paid quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Euclid Harding, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Depending on the scope and complexity of the project, a portion of the fee may be required upfront, with the remaining balance due upon completion of agreed-upon milestones.”
- “Fees are quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Euclid Harding, LLC’s fees compare
- Its hourly rate of $500 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Stamford that publish an hourly rate charge less.
- Its annual fee of $6,000-$40,000 is above the Connecticut median of $6,000. 93% of the 27 other Connecticut planners that publish an annual fee charge less.
About Euclid Harding, LLC
- Principal: Brian J. Lasher
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Cash flow and budgeting
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
- 1.25% a year
- Minimum
- $750 minimum fee (stated in brochure)
- Clients
- 4
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $2,792,416
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336693
- Phone
- (203) 984-6430
Can advise clients in 2 states: Connecticut, Louisiana
Other planners in Stamford that publish fees
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
- Quarve Associates, LLCStamford$500/hr
- RZH Advisors LLCStamford$400-$600/hr, $2,500-$50,000
- Sovereign Financial Group, Inc.Stamford$200-$450/hr, $1,500-$10,000
- Webster Wealth Advisors, Inc.Stamford$400/hr, $5,000-$15,000
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.