Somnio Financial Group, LLC fees and pricing
Financial planner in Glastonbury, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Somnio Financial Group, LLC charges an annual fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000/yr
“Somnio Financial Group, LLC generally includes financial planning and consulting services in its investment management fee for Clients whose investment management fee exceeds $8,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Somnio Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Somnio's annual fee is prorated and charged monthly, in advance, based upon the average daily market value of the assets being managed by Somnio during the previous month.”
- “Asset management fees are paid monthly in advance.”
- “Financial planning and consulting fees are paid quarterly in advance.”
How Somnio Financial Group, LLC’s fees compare
- Its annual fee of $8,000 is above the Connecticut median of $6,000. 63% of the 27 other Connecticut planners that publish an annual fee charge less.
About Somnio Financial Group, LLC
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®, EA, and ChFC®.
- Registered as an adviser: 2024 (2 years).
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% a year
- Clients
- 103
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $168,290,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174217
- Phone
- (860) 430-5500
Can advise clients in 2 states: Connecticut, Florida
Other planners in Glastonbury that publish fees
- Briggs Wealth Management, Inc.Glastonbury$150-$500/hr, $5,000-$10,000
- Empower Financial Advisory, LLCGlastonbury$1,500-$20,000/yr
- Mark Sheptoff Financial Planning LLCGlastonbury$300/hr
- Top Private WealthGlastonbury$400/hr, $6,000-$20,000
Is something on this page wrong or out of date?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.