Thames Financial Management fees and pricing
Financial planner in Norwich, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 19, 2026, Thames Financial Management charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The hourly rate for Investment Advisory Services is $300.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Thames Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio supervisory fees as a percentage of assets under management are deducted from client accounts quarterly in arrears.”
- “Fees based on an hourly rate are billed upon completion of service.”
How Thames Financial Management’s fees compare
- Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
About Thames Financial Management
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 292
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $315,443,079
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126295
- Phone
- (860) 886-5108
Can advise clients in 10 states: Connecticut, Florida, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, Rhode Island, Texas, Washington
Other planners in Connecticut that publish fees
- 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
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
Is something on this page wrong or out of date?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.