Massucci & Associates fees and pricing
Financial planner in Plantsville, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2025, Massucci & Associates charges $225 an hour and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“The fee range generally is $1,000 to $10,000 and is based on an hourly rate of $225 and is negotiable on a client by client basis.”
- Annual fee
- $1,000/yr
“The minimum annual fee is $1,000 and is negotiable only for amounts above $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Massucci & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
- “Fees are paid by check payable to Massucci & Associates, LLC.”
- “Fees are billed upon completion of the plan.”
How Massucci & Associates’ fees compare
- Its hourly rate of $225 is below the Connecticut median of $300. 18% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its annual fee of $1,000 is below the Connecticut median of $6,000. 4% of the 27 other Connecticut planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Massucci & Associates
“Massucci & Associates, LLC provides personalized financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA and EA.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Minimum
- $1,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124707
- Phone
- 860-628-0434 X 101
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.