Mark Sheptoff Financial Planning LLC fees and pricing
Financial planner in Glastonbury, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Mark Sheptoff Financial Planning LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, from $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mark Sheptoff Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will be billed quarterly in arrears based on actual hours accrued.”
- “The client will be billed in arrears on a monthly basis as earned.”
How Mark Sheptoff Financial Planning LLC’s fees compare
- Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
- None of the 2 other planners in Glastonbury that publish an hourly rate charge less.
About Mark Sheptoff Financial Planning LLC
- Firm size: 3 employees.
- Registered as an adviser: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 235
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $466,529,463
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108742
- Phone
- (860) 734-1090
Other planners in Glastonbury that publish fees
- Briggs Wealth Management, Inc.Glastonbury$150-$500/hr, $5,000-$10,000
- Empower Financial Advisory, LLCGlastonbury$1,500-$20,000/yr
- Somnio Financial Group, LLCGlastonbury$8,000/yr
- Top Private WealthGlastonbury$400/hr, $6,000-$20,000
Is something on this page wrong or out of date?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.