New England Capital Financial Advisors LLC fees and pricing
Financial planner in Cheshire, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 18, 2026, New England Capital Financial Advisors LLC charges $150-$500 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$500/hr
“A negotiable hourly rate ranging from $150 - $500 per hour.”
- Flat or project fee
- $500-$10,000
“A flat rate of $500 to $10,000 depending on the extent and complexity of the individual client's personal circumstances and needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How New England Capital Financial Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable within thirty (30) days following the end of the quarter for which such fees are payable.”
- “This flat rate may be negotiable under certain circumstances.”
- “Fees are due and payable upon completion of the plan.”
How New England Capital Financial Advisors LLC’s fees compare
- Its hourly rate of $150-$500 spans the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Connecticut median of $5,125. 53% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Cheshire that publish a flat or project fee charge less.
About New England Capital Financial Advisors LLC
“We offer financial planning services.”
- Firm size: 12 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- 1.25% a year
- Clients
- 1,193
- Employees
- 12
- 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 educational seminars and workshops
- Assets managed
- $768,042,602
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109203
- Phone
- (203) 935-0265
Can advise clients in 18 states: California, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont
Other planners in Cheshire that publish fees
- Prodeo Financial ServicesCheshire$120-$125/hr, $700
- Springboard Asset Management LLCCheshire$500-$5,000
- 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
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.