Farmingbury Financial Services, LLC fees and pricing
Financial planner in Wolcott, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Farmingbury Financial Services, LLC charges $150-$250 an hour and a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“On an hourly basis calculated at an hourly rate between $150 and $250, depending on the nature and complexity of each client's circumstances and the professional rendering the financial planning services.”
- Flat or project fee
- $500-$2,500
“As a fixed fee, typically ranging from $500 to $2,500, depending on the nature and complexity of each client's circumstances and the professional rendering the financial planning services; and/or 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Farmingbury Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annual fees paid to Farmingbury, which are negotiable, are charged by Matson Money quarterly in advance, at one-fourth of the annual rate.”
- “Prepaid fees will be refunded by Matson on a pro-rata basis.”
- “Annual fees paid to Farmingbury, which are negotiable, are charged by Efficient Advisors quarterly billing in advance, at one fourth of the annual rate.”
How Farmingbury Financial Services, LLC’s fees compare
- 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.
- Its flat or project fee of $500-$2,500 is below the Connecticut median of $5,125. 5% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Farmingbury Financial Services, LLC
“We provide personalized, confidential financial planning and investment advisory services to individuals, pension and profitsharing plans, trusts, estates, charitable organizations, and businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 50
- Employees
- 1
- Works with
- Individuals and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,782,926
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127323
- Phone
- (203) 879-1994
Other planners in Connecticut that publish fees
- 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
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/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.