N10° Wealth fees and pricing
Financial planner in Greenwich, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 14, 2026, N10° Wealth charges $1,500 an hour and a flat or project fee of $10,000-$500,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,500/hr
“The maximum hourly fee to be charged will not exceed $1,500 Flat fees range from $10,000 to $500,000.”
- Flat or project fee
- $10,000-$500,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How N10° Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
- “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”
How N10° Wealth’s fees compare
- Its hourly rate of $1,500 is above the Connecticut median of $300. 100% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $10,000-$500,000 is above the Connecticut median of $5,125. 100% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About N10° Wealth
“Our firm offers financial planning services which typically involves providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 5 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 127
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $553,113,709
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342013
- Phone
- (203) 930-2881
Can advise clients in 6 states: California, Connecticut, Florida, New Jersey, New York, Texas
Other planners in Greenwich that publish fees
- The Dowling Group Wealth ManagementGreenwich$2,500-$20,000
- 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
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.