HTG Investment Advisors Inc fees and pricing
Financial planner in New Canaan, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 2, 2026, HTG Investment Advisors Inc charges an annual fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,000/yr
“Annual Fee Fixed Fee $3,000 PLUS:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How HTG Investment Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Fees HTG’s wealth advisory fees are paid quarterly, in arrears, pursuant to the terms of the wealth advisory services agreement.”
- “Fee schedules are negotiable only at the sole discretion of HTG.”
- “Fees will be prorated to the date of termination.”
How HTG Investment Advisors Inc’s fees compare
- Its annual fee of $3,000 is below the Connecticut median of $6,000. 26% of the 27 other Connecticut planners that publish an annual fee charge less.
About HTG Investment Advisors Inc
“The Advisor’s mission is to help individuals and families achieve their financial goals by providing investment counsel and management supported by an array of financial planning services.”
- Firm size: 13 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Minimum
- $1,500 minimum fee (stated in brochure)
- Clients
- 377
- Employees
- 13
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,113,628,499
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108614
- Phone
- (203) 972-8262
Can advise clients in 11 states: California, Colorado, Connecticut, Florida, Illinois, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania
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.