Paulson Private Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$6,000

“We charge a fixed fee of $4,000 - $6,000 for Financial Planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Paulson Private Wealth LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Paulson Private Wealth LLC’s fees compare

• Its flat or project fee of $4,000-$6,000 spans the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Paulson Private Wealth LLC

• Principal: Kip Paulson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2024 (2 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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

9

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$6,265,306

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333973

Phone

(646) 763-0343

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

Compare all 227 planners in Connecticut