Makenna & Company, Inc. fees and pricing
Financial planner in Darien, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 13, 2024, Makenna & Company, Inc. charges an annual fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 13, 2024. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$20,000/yr
“Fee’s range from $2,500-$20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Makenna & Company, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed in advance or arrears each calendar quarter.”
- “Clients may also elect to be billed directly for fees or to authorize Makenna & Company., Inc. to directly debit fees from client accounts.”
- “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
How Makenna & Company, Inc.’s fees compare
- Its annual fee of $2,500-$20,000 spans the Connecticut median of $6,000. 81% of the 27 other Connecticut planners that publish an annual fee charge less.
About Makenna & Company, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1.25% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,800,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132744
- Phone
- (203) 202-2117
Other planners in Darien that publish fees
- Beirne.Darien$250-$5,000
- Bourgeon Capital Management LLCDarien$7,000
- 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
Is something on this page wrong or out of date?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.