Fiscal Wisdom Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Fees for this service are negotiable and may be charged at an hourly rate of $150 to $500 per hour or at a flat rate ranging from $250 for a single Financial Project to $10,000 for multiple Financial Plans depending on the depth and range of services requested, the complexity of the situation, and the estimated…”

Flat or project fee

$250⁠-⁠$10,000

From the same sentence as above.

Annual fee

$1,000/yr

“The minimum annual fee is $1,000 and is negotiable.”

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

How Fiscal Wisdom Wealth Management LLC bills

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

• “Management fees are charged by the third-party money manager pursuant to the asset management agreement, which are negotiable.”
• “Fees for the initial financial plan are negotiable and can range from a minimum of $500 to $10,000 depending on the depth and range of services requested, the complexity of the situation, and the estimated number of hours required to complete.”
• “Fees are payable in advance upon signing of FPA by both parties.”

How Fiscal Wisdom Wealth Management LLC’s fees compare

• Its hourly rate of $150-$500 spans the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the Connecticut median of $5,125. 50% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Connecticut median of $6,000. 4% of the 27 other Connecticut planners that publish an annual fee charge less.

About Fiscal Wisdom Wealth Management LLC

• Principal: Michael Chadwick
• Firm size: 18 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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

2% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

2,676

Employees

18

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$386,005,788

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168299

Website

fiscalwisdom.com (opens in new tab)

Phone

(678) 202-4066

Can advise clients in 35 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, North Dakota, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington

Other planners in Canton that publish fees

• Successful Wealth Strategies, LLCCanton$5,000/yr
• 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

Compare all 227 planners in Connecticut