Wealth Management Advisers, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$450/hr

“This hourly rate will generally be between $250 and $450 per hour, depending upon the nature and scope of the engagement.”

Flat or project fee

$150⁠-⁠$10,000

“At the time the client agreement is executed, we may estimate the amount of time it will take to complete the financial plan; or 2 A flat rate of $150 to $10,000, depending on the extent and complexity of the individual client’s personal circumstances and needs.”

Annual fee

$5,000⁠-⁠$50,000/yr

“These fees generally will be between $5,000 and $50,000 per annum.”

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

How Wealth Management Advisers, LLC bills

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

• “Fees for financial planning will be calculated in one of two ways: 1 A negotiable hourly rate ranging from $150 to $450 per hour.”
• “This flat rate may be negotiable under certain circumstances.”
• “Fees are due and payable upon completion of the plan.”

How Wealth Management Advisers, LLC’s fees compare

• Its hourly rate of $250-$450 spans 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 $150-$10,000 spans the Connecticut median of $5,125. 49% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• Its annual fee of $5,000-$50,000 spans the Connecticut median of $6,000. 96% of the 27 other Connecticut planners that publish an annual fee charge less.

About Wealth Management Advisers, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2003 (23 years).

Planning areas mentioned in the brochure

• 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

1.65% a year

Clients

110

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$82,210,144

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128836

Website

wmadvisersllc.com (opens in new tab)

Phone

(860) 614-0456

Other planners in Middletown that publish fees

• Mullaney Keating & Wright IncMiddletown$1,500⁠-⁠$3,500
• 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