Ganim Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“The negotiated hourly fee for these services is between $150 and $400.”

Flat or project fee

$1,000⁠-⁠$50,000

“Thereafter, clients may terminate the pension consulting agreement generally with 30 days' written notice. 5 Financial Planning Fees Fixed Fees The negotiated fixed rate for financial planning services is typically between $1,000 and $50,000; however, the fee may be higher for clients with extensive planning needs.”

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

How Ganim Private Wealth bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of GFS's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”

How Ganim Private Wealth’s fees compare

• Its hourly rate of $150-$400 spans the Connecticut median of $300. 43% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Shelton that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Connecticut median of $5,125. 95% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Ganim Private Wealth

• Firm size: 4 employees.
• Founded: 2016 (10 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

1.5% a year

Clients

50

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$238,639,022

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285679

Website

ganimfinancial.com (opens in new tab)

Phone

(203) 335-0851

Can advise clients in 5 states: Connecticut, Florida, New Hampshire, New York, Texas

Other planners in Shelton that publish fees

• Bridgelight Financial Advisors, IncShelton$325/hr
• Fortress Financial ManagementShelton$350/hr
• Innovative Asset Advisors GroupShelton$1,000/hr
• Rosales Wealth Group LLCShelton$2,400⁠-⁠$6,000, $100⁠-⁠$500/mo
• Sumus Financial LLCShelton$100/hr, $150/mo

Compare all 10 planners in Shelton