The Real Wealth Coterie fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“See additional fee information regarding the two optional programs, Schwab Donor-Advised Fund Advisory Services and Schwab 529 Education Savings Plan, above. 14 Disclosure Brochure March 9, 2026 Limited Financial Planning Services Fees If you would like to engage our Limited Financial Planning Services, we charge a…”

Flat or project fee

$5,000

“With regard to Comprehensive Financial Planning, if the Client terminates after participating in the Data Verification Meeting (Meeting 4) and/or the Real Wealth Plan Presentation (Meeting 5), a non-refundable planning fee of $5,000 shall be considered fully earned by TRWC.”

Annual fee

$6,500/yr

“The fee varies based on the needs of each client and the complexity of their financial plan, but the minimum annual fee is $6,500 for individuals and $8,500 for couples.”

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

How The Real Wealth Coterie bills

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

• “Fees could be negotiable based on factors, such as the complexity of your financial situation or total assets under management.”
• “In no event will TRWC bill an amount over $500 more than six months in advance, and in no event will TRWC be compensated on the basis of capital gains or capital appreciation.”
• “The Retainer Fee is an annual fee paid quarterly in advance, upon invoice issued to the client.”

How The Real Wealth Coterie’s fees compare

• Its hourly rate of $500 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is below the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• Its annual fee of $6,500 is above the Connecticut median of $6,000. 59% of the 27 other Connecticut planners that publish an annual fee charge less.

About The Real Wealth Coterie

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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

1.5% a year

Minimum

$6,500 minimum fee (stated in brochure)

Clients

30

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,312,443

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330683

Website

twitter.com/therealwealthco (opens in new tab)

Phone

(203) 208-8398

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

Compare all 227 planners in Connecticut