Tailwind Financial LLC fees and pricing
Financial planner in Newington, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, Tailwind Financial LLC charges $350 an hour and a flat or project fee of $3,500-$14,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Financial Planning and Consulting Fee Schedule Fixed Fee $3,500-$14,000 Ongoing Fee $350 per hour FEE BILLING & PAYMENT Financial Planning will begin client relationships with a comprehensive financial plan, which will be quoted as a fixed fee for the project based on complexity and expected time and effort.”
- Flat or project fee
- $3,500-$14,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tailwind Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing relationships after the initial plan development and implementation will be billed at an hourly rate of $350 per hour.”
- “For fixed fee projects, the Client agrees to pay one-half of the total fee upon signing the Financial Planning and Consulting Agreement and the remaining fee upon delivery of the plan.”
- “Ongoing hourly fees are billed in arrears monthly on the first of the month, or the first weekday after the first.”
How Tailwind Financial LLC’s fees compare
- Its hourly rate of $350 is above the Connecticut median of $300. 69% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$14,000 spans the Connecticut median of $5,125. 76% 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 Tailwind Financial LLC
“We provide various financial planning and consulting services that find ways to help you understand your overall financial situation and help you set financial objectives.”
- Firm size: 2 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333725
- Phone
- (860) 814-4446
Other planners in Newington that publish fees
- DocsfpNewington$600/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.