The Dowling Group Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$20,000

“We charge a fixed fee or hourly rate for broad-based financial planning services, which generally ranges between $2,500 and $20,000.”

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

How The Dowling Group Wealth Management bills

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

• “In lieu of quarterly payments, you have the option to be billed monthly in advance based on the value of your account on the last day of the previous month.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Our fee may be negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.”

How The Dowling Group Wealth Management’s fees compare

• Its flat or project fee of $2,500-$20,000 spans the Connecticut median of $5,125. 83% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About The Dowling Group Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Tax planning

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

Clients

321

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and state and local governments

Services reported to regulators

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

Assets managed

$179,269,632

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155624

Website

thedowlinggroup.com (opens in new tab)

Phone

(203) 967-2231

Can advise clients in 5 states: Connecticut, New Hampshire, New York, Texas, Washington

Other planners in Greenwich that publish fees

• N10° WealthGreenwich$1,500/hr, $10,000⁠-⁠$500,000
• 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

Compare all 227 planners in Connecticut