Metric Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Since fees are paid in arrears, no rebate will be needed upon termination of the account. 7 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,500 and an ongoing fee that is paid monthly, in arrears, at the rate of $100 - $500 per month, depending on complexity and…”

Monthly fee

$100⁠-⁠$500/mo

From the same sentence as above.

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

How Metric Financial, LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Therefore, the upfront portion of the fee will not paid more than 6 months in advance.”

How Metric Financial, LLC’s fees compare

• Its flat or project fee of $1,500 is below the Connecticut median of $5,125. 5% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Metric Financial, LLC

• Principal: Timothy Baker
• Firm size: 3 employees.
• Registered as an adviser: 2018 (8 years).

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

0.75% a year

Clients

165

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$97,232,899

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297325

Website

metricfin.com (opens in new tab)

Phone

(860) 256-5895

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

Compare all 227 planners in Connecticut