Quarve Associates, LLC fees and pricing
Financial planner in Stamford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 3, 2026, Quarve Associates, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“We charge Financial Planning/Consulting Services clients fixed hourly fees of $500/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Quarve Associates, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Depending on the particular arrangement with each client, we will either invoice clients or directly debit their custodial accounts.”
- “Financial Planning/Consulting services fees are due and payable once we deliver the contracted-for work product to the client.”
- “Fees and annual minimums for all services are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, client net worth, related accounts, account composition, negotiations with client, etc.).”
How Quarve Associates, LLC’s fees compare
- Its hourly rate of $500 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 3 of the 6 other planners in Stamford that publish an hourly rate charge less.
About Quarve Associates, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1993 (33 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 14
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $48,161,776
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 112160
- Phone
- (203) 356-1910
Other planners in Stamford that publish fees
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
- Euclid Harding, LLCStamford$500/hr, $750/qtr
- RZH Advisors LLCStamford$400-$600/hr, $2,500-$50,000
- Sovereign Financial Group, Inc.Stamford$200-$450/hr, $1,500-$10,000
- Webster Wealth Advisors, Inc.Stamford$400/hr, $5,000-$15,000
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.