Narrow Path Guidance, LLC fees and pricing
Financial planner in East Hampton, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 3, 2025, Narrow Path Guidance, LLC charges a flat or project fee of $2,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 3, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$7,500
“Broad-Based Financial Planning Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $2,500 to $7,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Narrow Path Guidance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The firm’s published fees should not be considered negotiable.”
- “Fees are to be paid to Narrow Path Guidance, LLC by check or bank draft from US-based financial institutions.”
- “Payment requests for our fees will be preceded by an invoice.”
How Narrow Path Guidance, LLC’s fees compare
- Its flat or project fee of $2,500-$7,500 spans the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Narrow Path Guidance, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Equity compensation
- Social Security
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338470
- Phone
- (860) 267-1040
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.