Panarella Wealth Management LLC fees and pricing
Financial planner in Hartford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Panarella Wealth Management LLC charges $250-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Panarella Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid quarterly in advance, and clients may terminate their contracts with thirty days’ written notice.”
- “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
- “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”
How Panarella Wealth Management LLC’s fees compare
- Its hourly rate of $250-$500 spans the Connecticut median of $300. 76% of the 103 other Connecticut planners that publish an hourly rate charge less.
About Panarella Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 55
- 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
- $50,655,926
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164181
- Phone
- (860) 263-7533
Other planners in Hartford that publish fees
- Nutmeg Capital Advisors, LLCHartford$250/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.