Excel Wealth Management, LLC fees and pricing
Financial planner in Manchester, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Excel Wealth Management, LLC charges $100-$450 an hour and a flat or project fee of $250-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$450/hr
“Hourly fees range from $100 to $450.”
- Flat or project fee
- $250-$10,000
“Fixed fees range from $250 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Excel Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter.”
- “The Advisor’s Investment management fees are payable quarterly, in advance of each calendar quarter, pursuant to the terms of the investment management agreement.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Excel Wealth Management, LLC’s fees compare
- Its hourly rate of $100-$450 spans the Connecticut median of $300. 43% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $250-$10,000 spans the Connecticut median of $5,125. 50% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Excel Wealth Management, LLC
- Firm size: 9 employees.
- Founded: 2016 (10 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
- 263
- Employees
- 9
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $310,496,264
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299602
- Phone
- (888) 929-9920
Can advise clients in 14 states: Alabama, California, Connecticut, Florida, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Wyoming
Other planners in Manchester that publish fees
- Ernest J. Brousseau, CPA, CFP®Manchester$175/hr, $1,000-$5,000/yr
- Olson Consulting LLCManchester$4,000
- 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
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.