Fcig Wealth Management, LLC fees and pricing
Financial planner in Plainfield, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 23, 2026, Fcig Wealth Management, LLC charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Stand-alone Financial Planning services will be billed as a flat fee between $500 and $10,000. depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fcig Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be charged on a monthly or quarterly basis, in advance or in arrears.”
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the Client’s advisory agreement with the third-party sub-adviser.”
- “Clients may terminate the agreement without penalty for a full refund of all fees within five business days of signing the Investment Advisory Contract.”
How Fcig Wealth Management, LLC’s fees compare
- Its flat or project fee of $500-$10,000 spans the Connecticut median of $5,125. 53% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Fcig Wealth Management, LLC
- Firm size: 4 employees.
- Registered as an adviser: 2024 (2 years).
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
- 2% a year
- Clients
- 447
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $282,480,387
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329906
- Phone
- (877) 420-5234
Can advise clients in 9 states: Connecticut, Florida, Georgia, Massachusetts, North Carolina, New Hampshire, Rhode Island, South Carolina, Texas
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.