Prodeo Financial Services fees and pricing
Financial planner in Cheshire, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 2, 2026, Prodeo Financial Services charges $120-$125 an hour and a flat or project fee of $700 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $120-$125/hr
“Comprehensive Financial Planning - $700 + $125/hour Includes the above planning session and an additional implementation fee of $120 per hour.”
- Flat or project fee
- $700
“Basic Financial Planning - $700 The financial planning session will develop a broad financial plan covering the following areas:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prodeo Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed for fees incurred within 30 days of services provided.”
- “Portfolio management fees are billed quarterly.”
How Prodeo Financial Services’ fees compare
- Its hourly rate of $120-$125 is below the Connecticut median of $300. 1% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $700 is below the Connecticut median of $5,125. 1% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- None of the 2 other planners in Cheshire that publish a flat or project fee charge less.
About Prodeo Financial Services
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2001 (25 years).
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
- 0.75% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111791
- Phone
- (203) 376-4971
Other planners in Cheshire that publish fees
- New England Capital Financial Advisors LLCCheshire$150-$500/hr, $500-$10,000
- Springboard Asset Management LLCCheshire$500-$5,000
- 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
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.