Strategic Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“These fees are negotiable, but are generally $325 an hour, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

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

How Strategic Financial, LLC bills

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

• “Generally, Strategic Financial requires one-half of the financial planning / consulting fee (estimated hourly) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Strategic Financial’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Strategic Financial on the last day of the previous quarter/month.”

How Strategic Financial, LLC’s fees compare

• Its hourly rate of $325 is above the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.

About Strategic Financial, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

181

Employees

2

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

$64,744,817

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

122437

Website

strategicfinancialadv.com (opens in new tab)

Phone

(860) 644-8666

Can advise clients in 2 states: Connecticut, Rhode Island

Other planners in South Windsor that publish fees

• Asset Management AssociatesSouth Windsor$250/hr
• 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 Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

Compare all 227 planners in Connecticut