Sunflower Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly fee is $350.”

Flat or project fee

$3,500⁠-⁠$10,000

“Fixed fees range from $3,500 to $10,000.”

Annual fee

$4,200⁠-⁠$10,000/yr

“Ongoing fees range from $4,200 to $10,000 annually.”

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

How Sunflower Financial Planning, LLC bills

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

• “The investment advisory fee in the first month of service is prorated from the inception date of the account(s) to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Sunflower Financial Planning, LLC’s fees compare

• Its hourly rate of $350 is above the New Hampshire median of $275. 67% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$10,000 spans the New Hampshire median of $5,400. 73% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• Its annual fee of $4,200-$10,000 spans the New Hampshire median of $7,100. 50% of the 14 other New Hampshire planners that publish an annual fee charge less.

About Sunflower Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 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

Minimum

$4,500 minimum fee (stated in brochure)

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$9,345,187

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329654

Website

youtube.com/@Planwithsunflower (opens in new tab)

Phone

(603) 722-0703

Can advise clients in 2 states: Massachusetts, New Hampshire

Other planners in Windham that publish fees

• Financial Management Associates, LLCWindham$100⁠-⁠$250/hr
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500

Compare all 112 planners in New Hampshire