Strategic Investment Planning LLC fees and pricing
Financial planner in West Hartford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 28, 2017, Strategic Investment Planning LLC charges $150-$300 an hour and a flat or project fee of $2,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2017. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“They may also be charged on an hourly basis within a range of $150 to $300 per hour depending on the nature and complexity of the engagement.”
- Flat or project fee
- $2,500-$10,000
“Financial planning and consulting services are provided at a fixed fee ranging from $2,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Strategic Investment Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients will be billed quarterly for management services.”
How Strategic Investment Planning LLC’s fees compare
- Its hourly rate of $150-$300 is below the Connecticut median of $300. 18% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$10,000 spans the Connecticut median of $5,125. 62% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Strategic Investment Planning LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2016 (10 years).
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282825
- Phone
- (860) 838-8160
Other planners in West Hartford that publish fees
- Fierston Financial Group IncWest Hartford$150-$750/hr, $1,000-$7,500
- 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
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.