Northshire Consulting, LLC fees and pricing

Financial planner in Southington, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated December 16, 2025, Northshire Consulting, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 16, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “An hourly rate of up to ($200) will be charged for Financial Planning.”

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

“When Northshire is acting as a registered investment advisor, Northshire’s sole compensation is an asset management fee payable by the client through the investment account or by a direct bill.”

Its hourly rate of $200 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

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: 0.5% a year
Clients: 25
Employees: 1
Works with: Individuals and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $15,502,361
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 299013
Website: northshireconsulting.com (opens in new tab)
Phone: (800) 498-1876

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