Financial Connection, Inc fees and pricing
Financial planner in Boca Raton, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Financial Connection, Inc charges a quarterly fee of $250 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.
- Quarterly fee
- $250/qtr
“The minimum quarterly fee is $250 in all cases.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Connection, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fee’s are payable quarterly at the end of each calendar quarter.”
- “Asset Management Clients are billed quarterly.”
- “Consultative Clients will be billed at the completion of work or at schedules agreed to in the Letter of Engagement.”
About Financial Connection, Inc
“We offer discretionary portfolio management services for individuals, trusts, retirement plans and businesses. In addition to Investment Advisory services, the firm also offers and provides Personal Financial Planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1988 (38 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $93,680
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120191
- Phone
- (561) 372-6000
Other planners in Boca Raton that publish fees
- Advise FinancialBoca Raton$300-$1,000/hr, $399/mo
- Align Equity GroupBoca Raton$300-$500/hr
- Amplify My WealthBoca Raton$250/hr, $250-$2,500
- CS Advisors Inc.Boca Raton$275-$500/hr
- Fiduciary Family Office, LLCBoca Raton$350-$600/hr, $30,000-$250,000
- Greenline Wealth ManagementBoca Raton$200/hr, $500-$300,000
Is something on this page wrong or out of date?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.