Southport Station Financial Management, LLC fees and pricing
Financial planner in Southport, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Southport Station Financial Management, LLC charges $250-$375 an hour and a flat or project fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$375/hr
“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $20,000 on a fixed fee basis or from $250 to $375 per hour on an hourly basis.”
- Flat or project fee
- $500-$20,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Southport Station Financial Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Registrant’s negotiable annual investment advisory fee shall generally be based upon a percentage (%) of the total market value and type of assets placed under Registrant’s management.”
- “In the limited event that Registrant bills the client directly, payment is due upon receipt of Registrant’s invoice.”
- “Registrant generally deducts or bills clients for its fees quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
How Southport Station Financial Management, LLC’s fees compare
- Its hourly rate of $250-$375 spans the Connecticut median of $300. 60% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$20,000 spans the Connecticut median of $5,125. 82% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Southport Station Financial Management, LLC
“Before engaging Registrant to provide investment advisory services, clients are required to enter into a Wealth Management Agreement with Registrant setting forth the terms and conditions of the engagement (including termination), describing the scope of the services to be provided, and the fee that is due from the…”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2008 (18 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
- 1.25% a year
- Clients
- 182
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $192,062,491
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146270
- Phone
- (203) 254-2333
Can advise clients in 5 states: Connecticut, Florida, New Hampshire, New York, Texas
Other planners in Southport 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.