Sovereign Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$450/hr

“Hourly fees range from $200 to $450 per hour.”

Flat or project fee

$1,500⁠-⁠$10,000

“Fixed fees range from $1,500 to $10,000.”

Monthly fee

$45/mo

“$45 / Month for unlimited accounts and AUM .000125 bps of AUM paid quarterly for non-tax sensitive trading. .000250 bps of AUM quarterly for tax sensitive trading.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sovereign Financial Group, Inc. bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance or in arrears of each calendar billing period pursuant to the terms of the investment advisory agreement.”
• “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 billing period.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Sovereign Financial Group, Inc.’s fees compare

• Its hourly rate of $200-$450 spans the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Stamford that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Connecticut median of $5,125. 59% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Stamford that publish a flat or project fee charge less.

About Sovereign Financial Group, Inc.

• Firm size: 31 employees.
• Founded: 2003 (23 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

3% a year

Clients

1,288

Employees

31

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,082,552,821

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

294314

Website

youtube.com/@sovereignadvisorsolutions8674 (opens in new tab)

Phone

(888) 765-8180

Can advise clients in 27 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington

Other planners in Stamford that publish fees

• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr
• Euclid Harding, LLCStamford$500/hr, $750/qtr
• Quarve Associates, LLCStamford$500/hr
• RZH Advisors LLCStamford$400⁠-⁠$600/hr, $2,500⁠-⁠$50,000
• Webster Wealth Advisors, Inc.Stamford$400/hr, $5,000⁠-⁠$15,000

Compare all 15 planners in Stamford