Morgan House Capital, LLC fees
Financial planner in East Granby, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 15, 2026, Morgan House Capital, LLC (East Granby, CT) charges an annual fee of up to $1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 15, 2026. Fees can change.
- Annual fee
- Up to $1,000/yr
“Morgan House offers its standalone financial planning services for an annual fee of up to $1,000, billed in advance of each calendar quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Morgan House Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “Financial planning fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the financial planning agreement.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 15, 2026
- CRD number
- 330351 (opens in new tab)
- Phone
- (860) 839-3766
More planners in Connecticut that publish fees
- Metric Financial, LLCSimsburyMonthly $100-$500/mo
- Greenhouse Wealth Management, LLCWestportFlat $5,000-$15,000
- myFinancialPro, LLCSheltonHourly $343/hr
- Blue Keel Financial PlanningWestportHourly $250/hr, Flat $2,000-$10,000
- Nonesuch AdvisorsKentHourly $500/hr
- Springboard Asset Management LLCCheshireFlat $500-$5,000
Is something on this page wrong or out of date?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.