Top Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Flat or project fee

$6,000⁠-⁠$20,000

“Fixed fee rates range between $6,000 to $20,000.”

Quarterly fee

$1,500⁠-⁠$5,000/qtr

“Fees are paid monthly or quarterly in advance, ranging from $1,500-$5,000 quarterly or $500-$1,650 for monthly.”

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

How Top Private Wealth bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Top Private Wealth’s fees compare

• Its hourly rate of $400 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Glastonbury that publish an hourly rate charge less.
• Its flat or project fee of $6,000-$20,000 is above the Connecticut median of $5,125. 88% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About Top Private Wealth

• Firm size: 2 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

150

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$106,489,782

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

331000

Phone

(860) 790-7992

Can advise clients in 2 states: Connecticut, Maine

Other planners in Glastonbury that publish fees

• Briggs Wealth Management, Inc.Glastonbury$150⁠-⁠$500/hr, $5,000⁠-⁠$10,000
• Empower Financial Advisory, LLCGlastonbury$1,500⁠-⁠$20,000/yr
• Mark Sheptoff Financial Planning LLCGlastonbury$300/hr
• Somnio Financial Group, LLCGlastonbury$8,000/yr

Compare all 11 planners in Glastonbury