PlannerFees

Sumus Financial LLC fees and pricing

Financial planner in Shelton, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 10, 2026, Sumus Financial LLC charges $100 an hour and a monthly fee of $150 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100/hr
“Hourly fees are $100 per hour for SUMUS Financial LLC 100 Beard Sawmill Rd, Suite 345, Shelton, CT 06484 Phone:”
Monthly fee
$150/mo
“Ongoing fees are $150 per month.”

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

How Sumus Financial LLC bills

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

  • “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
  • “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
  • “Fees may be negotiable at the sole discretion of the Advisor.”

How Sumus Financial LLC’s fees compare

  • Its hourly rate of $100 is below the Connecticut median of $300. None of the 103 other Connecticut planners that publish an hourly rate charge less.
  • None of the 4 other planners in Shelton that publish an hourly rate charge less.

About Sumus Financial LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2020 (6 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
1.25% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
340066
Phone
(203) 368-1086

Other planners in Shelton that publish fees

Compare all 10 planners in Shelton

Is something on this page wrong or out of date?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.