Heritage Capital, LLC fees and pricing
Financial planner in Woodbridge, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Heritage Capital, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly rates are $300, billed in 20minute increments and are payable at the completion of the project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Heritage Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that Heritage Capital bills the client directly, payment is due upon receipt of Heritage Capital’s invoice.”
- “Axos deducts fees quarterly in arrears based upon the average daily balance in the account during the billable period.”
- “Heritage Capital's annual investment advisory fee shall be prorated and paid.”
How Heritage Capital, LLC’s 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.
About Heritage Capital, LLC
“To the extent requested by a client, Heritage Capital may determine to provide financial planning and/or consulting services (including investment and non-investment related matters, including estate planning, insurance planning, etc.) on a stand-alone separate fee basis.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 146
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $146,923,516
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127650
- Phone
- (203) 389-3553
Can advise clients in 6 states: Connecticut, Florida, Massachusetts, New York, Rhode Island, Texas
Other planners in Connecticut that publish fees
- 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
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
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.