GCD Financial Planning and Advisory Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 17, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“Fixed fees typically range from $750 - $3,000 and hourly fees typically range from $150 - $400 per hour.”

Flat or project fee

$750⁠-⁠$3,000

“Financial planning fees typically include an initial set up fee of $750 - $3,000 depending on complexity of the plan, time requirements and client circumstances.”

Annual fee

$250⁠-⁠$2,000/yr

“Annual Fees - on-going annual financial planning fees are due quarterly and generally range between $250 and $2,000 per year.”

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

How GCD Financial Planning and Advisory Services bills

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

• “Our fees are negotiable and are based on the scope of the engagement, the amount of time estimated to provide the services, the complexity, and the circumstances of the client.”
• “Fees are negotiable and are based on complexity, time requirements and client needs and circumstances.”
• “Fees are negotiable and based on client needs and circumstances.”

How GCD Financial Planning and Advisory Services’ 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.
• Its flat or project fee of $750-$3,000 is below the Connecticut median of $5,125. 10% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• Its annual fee of $250-$2,000 is below the Connecticut median of $6,000. 19% of the 27 other Connecticut planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About GCD Financial Planning and Advisory Services

• Principal: Compliance Officer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312338

Phone

(203) 254-3137

Other planners in Fairfield that publish fees

• Moneco AdvisorsFairfield$250/hr, $5,000
• 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