Fleurus Investment Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fleurus IA bills based on the balance on the first day of the billing period. 7 Financial Planning Fees Hourly Fees The hourly fee for this service is $ 250, and the total financial plan cost is not to exceed $5,000 as a whole.”

Flat or project fee

$5,000

From the same sentence as above.

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

How Fleurus Investment Advisory, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of Fleurus IA's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “Clients may select the method in which they are billed.”

How Fleurus Investment Advisory, LLC’s fees compare

• Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is below the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Fleurus Investment Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2014 (12 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% a year

Clients

31

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$45,930,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172257

Website

fleurus-ia.com (opens in new tab)

Phone

(203) 919-4980

Can advise clients in 2 states: Connecticut, New York

Other planners in Weston that publish fees

• Triathlon Partners LLCWeston$400/hr, $5,000⁠-⁠$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

Compare all 227 planners in Connecticut