Medallion Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Consulting fees are negotiable, but generally range from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services.”

Flat or project fee

$1,000⁠-⁠$5,000

“Comprehensive financial planning fees are negotiable, but generally range from $1,000 to $5,000 on a fixed fee basis.”

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

How Medallion Wealth Advisors, LLC bills

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

• “Financial planning fees are billed and due upon completion and presentation of the financial plan.”
• “Consulting fees are billed and due upon completion of the consulting service.”
• “Clients may terminate the agreement without penalty, for a full refund of MWA’s fees within five business days of signing the advisory agreement.”

How Medallion Wealth Advisors, LLC’s fees compare

• Its hourly rate of $100-$300 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.
• None of the 2 other planners in Farmington that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 is below the Connecticut median of $5,125. 23% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Medallion Wealth Advisors, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

2% a year

Clients

2,467

Employees

7

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$516,929,147

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156064

Website

medallionwealth.com (opens in new tab)

Phone

(860) 967-3032

Can advise clients in 9 states: Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Washington

Other planners in Farmington that publish fees

• Fiscal Dynamics IncorporatedFarmington$500/hr
• Haviland & Sams, LLCFarmington$3,500⁠-⁠$35,000/yr
• MJP Wealth AdvisorsFarmington$1,500⁠-⁠$5,000
• WmgnaFarmington$325/hr

Compare all 8 planners in Farmington