Kreitler Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$400/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $3,000 to $20,000 on a fixed fee basis, and from $175 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$3,000⁠-⁠$20,000

From the same sentence as above.

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

How Kreitler Financial LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Upon termination, the Registrant shall refund the pro-rated portion of any advanced advisory fee paid to the Registrant based upon the number of days remaining in the billing month.”

How Kreitler Financial LLC’s fees compare

• Its hourly rate of $175-$400 spans the Connecticut median of $300. 47% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$20,000 spans the Connecticut median of $5,125. 85% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Kreitler Financial LLC

• Firm size: 10 employees.
• Registered as an adviser: 2020 (6 years).

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

Minimum

$1,000,000 in assets (stated in brochure)

Clients

173

Employees

10

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$584,905,886

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309056

Website

linkedin.com/in/beau-tillinghast-cfp%C2%AE-47a989a6 (opens in new tab)

Phone

(203) 867-4396

Can advise clients in 10 states: Colorado, Connecticut, Florida, Massachusetts, North Carolina, New Hampshire, New York, Pennsylvania, Texas, Vermont

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