SilverSea Capital, LLC fees
Financial planner in Riverside, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, SilverSea Capital, LLC (Riverside, CT) charges a flat or project fee of $10,000-$40,000 and a quarterly fee of $1,000-$1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change.
- Flat or project fee
- $10,000-
$40,000 Above the Connecticut median of $6,875; 89% of the 35 other planners in Connecticut that publish a flat or project fee charge less.
“Fixed fees for consulting projects range from $10,000 to $40,000 per project.”
- Quarterly fee
- $1,000-
$1,500/qtr “The quarterly subscription fee for these services is $1,000 - $1,500 per quarter, depending on the level of service required by the client.”
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
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How SilverSea Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in arrears on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the following quarter.”
About SilverSea Capital, LLC
- Principal: Federico Rodriguez
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 8, 2026
- CRD number
- 318331 (opens in new tab)
- Phone
- (203) 524-2092
More planners in Connecticut that publish fees
- Parker Wealth Management, LLCWindsorHourly $250/hr, Flat $3,000
- The Real Wealth CoterieHamdenHourly $500/hr, Flat $5,000
- Mark Sheptoff Financial Planning LLCGlastonburyHourly from $300/hr
- One Mile Financial Planning, LLCWallingfordHourly $200-$500/hr, Flat $1,000-$40,000
- Narrow Path Guidance, LLCEast HamptonFlat $2,500-$7,500
- Ernest J. Brousseau, CPA, CFP®ManchesterHourly $175/hr, Annual $1,000-$5,000/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.