Sightline Wealth Advisors, LLC fees and pricing
Financial planner in Groton, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Sightline Wealth Advisors, LLC charges a flat or project fee of $1,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$7,500
“Fixed fees range from $1,000 to $7,500 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sightline Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Sightline Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $1,000-$7,500 spans the Connecticut median of $5,125. 35% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Sightline Wealth Advisors, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Registered as an adviser: 2015 (11 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
- 0.95% a year
- Clients
- 290
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $354,203,133
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 176520
- Phone
- (860) 448-0611
Can advise clients in 8 states: Connecticut, Florida, Massachusetts, Nebraska, New Hampshire, New York, Rhode Island, Virginia
Other planners in Connecticut that publish fees
- 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
- Asset Management AssociatesSouth Windsor$250/hr
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/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.