Nutmeg Capital Advisors, LLC fees and pricing
Financial planner in Hartford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Nutmeg Capital Advisors, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Services not provided in conjunction with Investment Management Services, such as Financial Planning, will be billed at $250 per hour or other negotiated rate.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nutmeg Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable for services performed and not in advance.”
- “Since quarterly fees are billed in arrears, no refunds apply.”
- “The refund is calculated by prorating the quarterly fee for the portion of the quarter the assets were under management.”
How Nutmeg Capital Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
About Nutmeg Capital Advisors, LLC
“Dollar Amount Total Number of Accounts (a) $41,836,693.00 (b) $0 (c) $41,836,693.00 (d) 83 (e) 0 (f) 83 Financial Planning The firm offers financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College 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
- 2% a year
- Clients
- 37
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $41,836,693
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133162
- Phone
- (860) 524-3410
Can advise clients in 2 states: Connecticut, Vermont
Other planners in Hartford that publish fees
- Panarella Wealth Management LLCHartford$250-$500/hr
- 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.