Pezzi Private Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“The negotiated hourly fee for these services is between $250 and $400.”

Flat or project fee

$1,500⁠-⁠$50,000

“The negotiated fixed rate for creating client financial plans is between $1,500 and $50,000.”

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

How Pezzi Private Capital bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of PPC's fees within five business days of signing the Investment Advisory Contract.”
• “Fees charged are negotiable based upon the type of client, the complexity of the client's situation, client’s needs, and the other services that PPC may provide to the client.”

How Pezzi Private Capital’s fees compare

• Its hourly rate of $250-$400 spans the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Westport that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$50,000 spans the Connecticut median of $5,125. 96% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Westport that publish a flat or project fee charge less.

About Pezzi Private Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342609

Phone

(859) 433-4516

Other planners in Westport that publish fees

• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Blue Keel Financial PlanningWestport$250/hr, $2,000⁠-⁠$10,000
• Brennan Capital Management LLCWestport$300/hr, $750⁠-⁠$3,000
• Cfig Investment Advisory Services, LLCWestport$400/hr, $5,000⁠-⁠$25,000
• Drum Hill Capital, LLCWestport$300/hr
• Foundation Financial Inc.Westport$125⁠-⁠$200/hr, $1,000⁠-⁠$4,500

Compare all 20 planners in Westport