Successful Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“Service Hourly Fee Money Coaching, Business Archetype Coaching, Up to $300/hr (Not to exceed $5,000 annually) & Financial Planning The Client has fifteen (15) days from the execution date in which to terminate this Financial Planning and Consulting Agreement upon written notice to Advisor, during which, the Client…”

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

How Successful Wealth Strategies, LLC bills

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

• “Investment management fees, charged in advance prior to the end of the billing period, will be prorated for the billing period in which the termination notice is given and any unearned fees will be refunded to the client, if applicable.”
• “Termination of this agreement will result in a prorated amount of the “unused” fee being refunded to the Client.”
• “The retirement/pension plan consulting fees will be prorated for the billing period in which the termination notice is given and any unearned fees will be refunded to the client, if applicable.”

How Successful Wealth Strategies, LLC’s fees compare

• Its annual fee of $5,000 is below the Connecticut median of $6,000. 44% of the 27 other Connecticut planners that publish an annual fee charge less.

About Successful Wealth Strategies, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2017 (9 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

187

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$50,599,858

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286563

Website

instagram.com/successfulwealthstrategies (opens in new tab)

Phone

(860) 470-6238

Can advise clients in 4 states: Connecticut, Florida, Massachusetts, Pennsylvania

Other planners in Canton that publish fees

• Fiscal Wisdom Wealth Management LLCCanton$150⁠-⁠$500/hr, $250⁠-⁠$10,000
• 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

Compare all 227 planners in Connecticut