Summit Planning Group, LLC fees and pricing
Financial planner in Branford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 2, 2026, Summit Planning Group, LLC charges $150-$250 an hour and a flat or project fee of $2,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“The fee range will range between $150 - $250 per hour.”
- Flat or project fee
- $2,000-$25,000
“A fixed first year fee, ranging from $2,000 to $25,000 is specified within the financial planning contract and billed within 30 days of contract signing.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Summit Planning Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Said fee will be negotiated in advance with the client.”
How Summit Planning Group, LLC’s fees compare
- Its hourly rate of $150-$250 is below the Connecticut median of $300. 7% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$25,000 spans the Connecticut median of $5,125. 90% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Summit Planning Group, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1995 (31 years).
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 5
- Services reported to regulators
- Financial planning, pension consulting, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126563
- Phone
- (203) 483-3313
Other planners in Branford that publish fees
- Dick Hutchinson Registered Investment AdvisorBranford$300/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 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.