Hammond Iles Wealth Advisors fees and pricing
Financial planner in Wethersfield, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 9, 2026, Hammond Iles Wealth Advisors charges $300 an hour and a flat or project fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fees may be charged on a flat fee basis (not to exceed $15,000) or an hourly basis (not to exceed $300 per hour).”
- Flat or project fee
- $15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hammond Iles Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Diversified Portfolio Management Program (DPM) HIWA's DPM fees are negotiable and are based on several factors, including the complexity of the client's situation, the size of the account, the assets being managed, and the scope of services provided.”
- “Advisory fees are charged quarterly in advance.”
- “The initial fee is prorated based on the account value on the last business day of the quarter in which the account was established.”
How Hammond Iles Wealth Advisors’ fees compare
- Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $15,000 is above the Connecticut median of $5,125. 91% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Hammond Iles Wealth Advisors
- Firm size: 7 employees.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 0.99% a year
- Clients
- 971
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $474,882,133
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136372
- Phone
- (860) 258-2600
Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Massachusetts, Maryland, Maine, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Vermont
Other planners in Wethersfield that publish fees
- SKM Wealth Management, LLCWethersfield$300/hr
- 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
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.