Rosales Wealth Group LLC fees and pricing
Financial planner in Shelton, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 6, 2026, Rosales Wealth Group LLC charges a flat or project fee of $2,400-$6,000 and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,400-$6,000
“Fixed engagement fees generally range from $2,400 to $6,000.”
- Monthly fee
- $100-$500/mo
“Ongoing fees range from $100 to $500 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rosales Wealth Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each calendar quarter, pursuant to the terms of the wealth management agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Rosales Wealth Group LLC’s fees compare
- Its flat or project fee of $2,400-$6,000 spans the Connecticut median of $5,125. 33% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Rosales Wealth Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
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
- 1.1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339652
- Phone
- (203) 206-7844
Other planners in Shelton that publish fees
- Bridgelight Financial Advisors, IncShelton$325/hr
- Fortress Financial ManagementShelton$350/hr
- Ganim Private WealthShelton$150-$400/hr, $1,000-$50,000
- Innovative Asset Advisors GroupShelton$1,000/hr
- Sumus Financial LLCShelton$100/hr, $150/mo
Is something on this page wrong or out of date?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.