Fiscal Dynamics Incorporated fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Ad Hoc Consulting Fiscal Dynamics may be hired for special projects and will charge $500 per hour billed at the completion of service.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fiscal Dynamics Incorporated bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients will be invoiced in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client’s account at the end of the previous quarter.”
• “The fee may be negotiable at the discretion of the Advisor and is set out in the Investment Advisory Agreement.”
• “Clients will be invoiced in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client’s account at the end of the previous quarter.”

How Fiscal Dynamics Incorporated’s fees compare

• Its hourly rate of $500 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Farmington that publish an hourly rate charge less.

About Fiscal Dynamics Incorporated

• Firm size: 3 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• 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

1.5% a year

Minimum

No minimum stated in brochure

Clients

46

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$35,403,559

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

111155

Website

instagram.com/FISCALDYNAMICS (opens in new tab)

Phone

(860) 677-1753

Can advise clients in 2 states: Connecticut, Louisiana

Other planners in Farmington that publish fees

• Haviland & Sams, LLCFarmington$3,500⁠-⁠$35,000/yr
• Medallion Wealth Advisors, LLCFarmington$100⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• MJP Wealth AdvisorsFarmington$1,500⁠-⁠$5,000
• WmgnaFarmington$325/hr

Compare all 8 planners in Farmington