Sovereign Financial Services fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2003 (23 years).

Financial planner in Rocky Hill, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Sovereign Financial Services charges $180⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $180⁠-⁠$250/hr; “(continued) Financial Planning Fee The fee for financial planning is based on an hourly rate ranging from $180 to $250 per hour, subject to no minimum or maximum, payable upon completion of the services.”

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

Its hourly rate of $180-$250 is below the Connecticut median of $300. 17% of the 103 other Connecticut planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: No minimum stated in brochure
Clients: 65
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $37,960,334
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 127151
Website: dagostinoandmazzone.com (opens in new tab)
Phone: (860) 257-4005

Is something on this page wrong or out of date?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