Haviland & Sams, LLC fees and pricing
Financial planner in Farmington, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 15, 2026, Haviland & Sams, LLC charges an annual fee of $3,500-$35,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,500-$35,000/yr
“Compensation – Wealth Management Services Clients will be charged an annual fixed fee, typically ranging from $3,500 - $35,000, depending on the nature and complexity of each client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haviland & Sams, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In these instances, Haviland & Sams will be paid either a fixed fee, or the fee will be stipulated as a percentage of assets under Investment Advisory Management, billed quarterly based on the value of the investments on the final day of each calendar quarter.”
- “For retirement plan services, clients may be charged a fixed quarterly fee and a participant fee, payable quarterly in advance.”
- “Haviland & Sams will calculate fees in advance or arrears on a quarterly basis.”
How Haviland & Sams, LLC’s fees compare
- Its annual fee of $3,500-$35,000 spans the Connecticut median of $6,000. 85% of the 27 other Connecticut planners that publish an annual fee charge less.
About Haviland & Sams, LLC
“Haviland & Sams provides three distinct services - Wealth Management, Independent Investment Manager Search and Monitoring, and Ad Hoc Consulting.”
- Firm size: 3 employees.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Business owners
- Charitable giving
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
- 2% a year
- Clients
- 101
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127175
- Phone
- (860) 678-1414
Can advise clients in 4 states: Connecticut, Florida, Massachusetts, New York
Other planners in Farmington that publish fees
- Fiscal Dynamics IncorporatedFarmington$500/hr
- Medallion Wealth Advisors, LLCFarmington$100-$300/hr, $1,000-$5,000
- MJP Wealth AdvisorsFarmington$1,500-$5,000
- WmgnaFarmington$325/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.