Greenwich Advisors, LLC fees
Financial planner in Greenwich, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 9, 2026, Greenwich Advisors, LLC (Greenwich, CT) charges $375 an hour for financial planning.
- Website: greenwichadvisors.com (opens in new tab)
- Call (203) 489-0700
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change.
- Hourly rate
- $375/hr
Above the Connecticut median of $300; 75% of the 48 other planners in Connecticut that publish an hourly rate charge less.
“We charge an hourly fee of $375 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How Greenwich Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual advisory fee schedule is described above; however, our fee is negotiable depending on individual client circumstances.”
- “We also offer fixed fees for our portfolio management services which is also negotiable depending on individual client circumstances.”
- “Factors to consider when fees are negotiable can include the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 72
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $293 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of July 9, 2026
- CRD number
- 165892 (opens in new tab)
- Phone
- (203) 489-0700
Registered or notice filed in 6 states: Arizona, California, Connecticut, New Hampshire, New York, Tennessee
More planners in Connecticut that publish fees
- Principle WealthMadisonFlat up to $5,000
- Mark Sheptoff Financial Planning LLCGlastonburyHourly from $300/hr
- Mullaney Keating & Wright IncMiddletownFlat $1,500-$3,500
- Vihar Capital ManagementDarienHourly $200/hr
- Kane Financial PlanningEast HartlandHourly $250/hr, Annual $3,000-$5,000/yr
- Nonesuch AdvisorsKentHourly $500/hr
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.