Loretta Nolan Associates, LLC fees
Financial planner in Old Greenwich, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 17, 2026, Loretta Nolan Associates, LLC (Old Greenwich, CT) charges $100-$425 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 17, 2026. Fees can change.
- Hourly rate
- $100-
$425/hr Runs from below the Connecticut median of $300 to above it.
“Financial Planning and/or Consulting Services fees will be charged on an hourly basis calculated ranging from $100 to $425 per hour, depending on the nature and complexity of the individual client's personal circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
How Loretta Nolan Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The first payment will be prorated to cover the period from the date the account is opened through the end of the next full calendar quarter.”
- “Income tax planning and preparation fees are due and payable upon the completion of the service.”
- “Accordingly, the fees of any additional professionals engaged by a client, will be billed directly by such professional(s).”
About Loretta Nolan Associates, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 56
- 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
- $136 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of January 18, 2026
- CRD number
- 126468 (opens in new tab)
- Phone
- (203) 637-1402
Registered or notice filed in 2 states: Connecticut, New York
More planners in Connecticut that publish fees
- One Mile Financial Planning, LLCWallingfordHourly $200-$500/hr, Flat $1,000-$40,000
- Granite Hill Capital Management, LLCRidgefieldHourly $200/hr
- Infinity Financial Strategies, LLCNorth GranbyHourly $500/hr, Flat $1,000
- Monte Financial Group, LLCGuilfordHourly $150-$350/hr
- Blue Keel Financial PlanningWestportHourly $250/hr, Flat $2,000-$10,000
- Morrissey Wealth Management LLCNorth HavenHourly $400/hr, Flat $1,000-$50,000
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.