Sagebroadview Wealth Management, LLC fees
Financial planner in Farmington, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 6, 2026, Sagebroadview Wealth Management, LLC (Farmington, CT) charges up to $500 an hour and a monthly fee from $400 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 6, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Connecticut median is $300.
“Consulting services fees will be charged on an hourly basis calculated on a charge of up to $500 per hour.”
- Monthly fee
- From $400/mo
“The second component is a recurring Monthly Fee starting at $400 for couples and $300 for individuals.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 8 employees
How Sagebroadview Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for new accounts are prorated for the number of days since the initial deposit into your account.”
- “You will be billed in advance at the beginning of each calendar quarter.”
- “The Financial and Tax Planning component is prorated for periods less than a full billing cycle (based upon the number of calendar days in the calendar quarter that the advisory agreement was effective).”
About Sagebroadview Wealth Management, LLC
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 148
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $397 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of October 6, 2026
- CRD number
- 126472 (opens in new tab)
- Phone
- (860) 606-3580
Registered or notice filed in 7 states: Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania
Other planners in Farmington that publish fees
- Haviland & Sams, LLCFarmingtonHourly up to $500/hr, Annual $3,500-$35,000/yr
More planners in Connecticut that publish fees
- McGovern Financial Advisors, LLCRidgefieldHourly $400/hr, Flat $7,000-$8,000
- Barron Financial Group, LLPTorringtonHourly $200/hr, Flat $400-$3,200
- Nonesuch AdvisorsKentHourly $500/hr
- Parker Wealth Management, LLCWindsorHourly $250/hr, Flat $3,000
- Sightline Wealth Advisors, LLCGrotonHourly up to $350/hr, Flat $1,000-$7,500
- Northshire Consulting, LLCSouthingtonHourly $200/hr
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.