Spurstone fees and pricing
Financial planner in Higganum, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Spurstone charges a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$25,000
“The fixed fee can range between $500.00 and $25,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spurstone bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Spurstone’s Annual Advisory fees are negotiable and are pro-rated and paid in arrears on a quarterly basis.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
- “In the event of early termination, the client will be billed for the hours worked at a rate of $500.00, per hour.”
How Spurstone’s fees compare
- Its flat or project fee of $500-$25,000 spans the Connecticut median of $5,125. 87% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Spurstone
“Owner Workshops & Education Strategic Business Planning Exit Options Education & Evaluation Business Owner Wealth Management & Personal Financial Planning • • • • • • Spurstone works with successful business owners, and their families, to marry their business and personal wealth, which can have a profound positive…”
- Firm size: 5 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
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
- 1.4% a year
- Clients
- 159
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
- Assets managed
- $192,115,319
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284158
- Phone
- (860) 264-1111
Can advise clients in 6 states: Connecticut, Florida, Massachusetts, New Hampshire, New York, Tennessee
Other planners in Connecticut 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.