Greenhouse Wealth Management, LLC fees and pricing
Financial planner in Westport, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Greenhouse Wealth Management, LLC charges a flat or project fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$15,000
“Greenhouse offers stand-alone financial planning for a fixed engagement fee ranging from $5,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Greenhouse Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “Certain Clients may prefer to have their investment management fees invoiced directly to the Client.”
How Greenhouse Wealth Management, LLC’s fees compare
- Its flat or project fee of $5,000-$15,000 spans the Connecticut median of $5,125. 77% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Westport that publish a flat or project fee charge less.
About Greenhouse Wealth Management, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2016 (10 years).
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% a year
- Clients
- 71
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $288,579,995
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283763
- Phone
- (203) 561-5002
Other planners in Westport that publish fees
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Blue Keel Financial PlanningWestport$250/hr, $2,000-$10,000
- Brennan Capital Management LLCWestport$300/hr, $750-$3,000
- Cfig Investment Advisory Services, LLCWestport$400/hr, $5,000-$25,000
- Drum Hill Capital, LLCWestport$300/hr
- Foundation Financial Inc.Westport$125-$200/hr, $1,000-$4,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.