Financial Advantage Advisors Co. fees and pricing
Financial planner in Windsor, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Financial Advantage Advisors Co. charges $100-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$350/hr
“Hourly rates range from $100-$350 per hour and are disclosed elsewhere in this document.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Advantage Advisors Co. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and they are disclosed to you prior to any services being provided or any accounts being setup by us and/or our associated persons.”
- “One-half of the agreed upon review fee will be due at the time the client agreement is signed, with the remainder due upon completion of services by us and/or our associated persons.”
- “However, at no time will we charge more than $500 more than six months in advance.”
How Financial Advantage Advisors Co.’s fees compare
- Its hourly rate of $100-$350 spans the Connecticut median of $300. 18% of the 103 other Connecticut planners that publish an hourly rate charge less.
- None of the 2 other planners in Windsor that publish an hourly rate charge less.
About Financial Advantage Advisors Co.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1994 (32 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
- 3% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 47
- Employees
- 1
- 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
- $20,584,793
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117131
- Phone
- 860-688-8849 X201
Other planners in Windsor that publish fees
- Parker Wealth Management, LLCWindsor$250/hr, $3,000
- Wealthshape LLCWindsor$250/hr, $5,000
- 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.