Fierston Financial Group Inc fees and pricing
Financial planner in West Hartford, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 3, 2026, Fierston Financial Group Inc charges $150-$750 an hour and a flat or project fee of $1,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$750/hr
“At FFG's discretion, the annual fee for portfolio management services may be charged on an hourly basis ranging from $150 to $750 per hour or on a fixed fee basis.”
- Flat or project fee
- $1,000-$7,500
“FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis, or between $150 and $750 per hour on an hourly basis, depending upon the level, complexity, and scope of the services required and the professional rendering the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fierston Financial Group Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
How Fierston Financial Group Inc’s fees compare
- Its hourly rate of $150-$750 spans the Connecticut median of $300. 86% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$7,500 spans the Connecticut median of $5,125. 35% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Fierston Financial Group Inc
- Firm size: 7 employees.
- Registered as an adviser: 1989 (37 years).
Planning areas mentioned in the brochure
- Estate planning
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% a year
- Clients
- 310
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,035,576,610
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105003
- Phone
- (860) 521-2100
Can advise clients in 9 states: California, Connecticut, Florida, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York
Other planners in West Hartford that publish fees
- Strategic Investment Planning LLCWest Hartford$150-$300/hr, $2,500-$10,000
- 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
- Asset Management AssociatesSouth Windsor$250/hr
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.