SKM Wealth Management, LLC fees and pricing

Financial planner in Wethersfield, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 30, 2026, SKM Wealth Management, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “AND CONSULTING SKM charges an hourly fee of $300 per hour for financial planning.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 31
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $34,455,995
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337373
Website: skmwealth.com (opens in new tab)
Phone: (203) 518-0329

Is something on this page wrong or out of date?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.