HT Partners LLC fees and pricing
Financial planner in Centerbrook, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, HT Partners LLC charges a flat or project fee of $25,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $25,000-$50,000
“Our annual Strategic Wealth Alignment Planning fee will range between $25,000 to $50,000, with the potential for higher negotiated fees based on Client complexity and sophistication.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HT Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless expressly excluded, when the valuation of these assets is determined, they will be billed at the lesser of their fair market value and the asset's cost basis.”
- “The expenses of maintaining the business entity include but are not limited to, entity filing fees, operational expenses, and compliance costs, which will be approved and billed to Clients at cost.”
- “These assets will be billed at the lesser of their fair market value and the assets cost basis.”
How HT Partners LLC’s fees compare
- Its flat or project fee of $25,000-$50,000 is above the Connecticut median of $5,125. 99% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About HT Partners LLC
“Wealth Management, Financial Planning Services HT Partners provides wealth management solutions with a specialty in family office advisory services, ultra-high-net-worth and high-net-worth clients. Partners provides tax-efficient investment and financial planning strategies as part of its advisory services.”
- Firm size: 7 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 115
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
- Assets managed
- $556,325,471
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 147400
- Phone
- (860) 662-4197
Can advise clients in 8 states: Connecticut, Delaware, Florida, Massachusetts, New Hampshire, New York, Tennessee, Texas
Other planners in Centerbrook that publish fees
- Brenneman Investment Adviser, LLCCenterbrook$150-$250/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.