Riskin Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Financial Planning engagements are offered at a two-hour minimum at an hourly rate of $300-$500 per hour based on complexity and needs of the Client.”

Flat or project fee

$500

“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500 and an ongoing fee that is paid quarterly, in arrears, at the rate of $750-$7,500 per quarter, based on complexity and needs of the Client.”

Quarterly fee

$750⁠-⁠$7,500/qtr

From the same sentence as above.

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

How Riskin Wealth Management, LLC bills

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

• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer, check, or credit card.”
• “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”

How Riskin Wealth Management, LLC’s fees compare

• Its hourly rate of $300-$500 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Newtown that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Connecticut median of $5,125. None of the 78 other Connecticut planners that publish a flat or project fee charge less.
• None of the 2 other planners in Newtown that publish a flat or project fee charge less.

About Riskin Wealth Management, LLC

• Principal: Ross Riskin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Founded: 2019 (7 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

0.9% a year

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$20,116,369

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306161

Website

riskinwealth.com (opens in new tab)

Phone

(203) 344-5632

Other planners in Newtown that publish fees

• Donaldson Financial Wellness Network, LLCNewtown$250⁠-⁠$450/hr, $600⁠-⁠$10,000
• Iron Path Wealth Management, Inc.Newtown$2,500, $1,000/yr
• RLS Financial Group, Inc.Newtown$300/hr, $900/yr
• 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

Compare all 4 planners in Newtown