Hoskin Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“The Advisor’s hourly fee will be billed at a rate of $450 per hour and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$1,000⁠-⁠$10,000

“Financial Planning and Consultation Services Foundation ● Fixed Financial Plan Fees The Advisor will charge a fixed fee of between $1,000 and $10,000 per written plan or report.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hoskin Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fixed fees are upon completion 8 of work performed or delivery of the written financial plan or report.”
• “Client agrees to a planning fee of $2,000, paid as a deposit of $500 upon contract start and $1,500 upon delivery of the financial plan.”
• “Ongoing fees are payable in monthly installments, in arrears.”

How Hoskin Capital’s fees compare

• Its hourly rate of $450 is above the Connecticut median of $300. 86% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Connecticut median of $5,125. 56% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Hoskin Capital

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

47

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$12,979,900

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310527

Website

pinterest.com/hoskincapital (opens in new tab)

Phone

(970) 401-5101

Can advise clients in 6 states: Arizona, California, Colorado, Connecticut, Florida, Michigan

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

Compare all 227 planners in Connecticut