Wealthguard LLC fees and pricing
Financial planner in Westport, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wealthguard LLC charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“When engaged by you, WealthGuard will charge you a fee only for services actually rendered under our Financial Planning Agreement on an hourly basis, of between $150 and $300 per hour, or for an aggregate agreed upon fixed rate.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealthguard LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned unpaid fees will be due and payable.”
How Wealthguard LLC’s fees compare
- Its hourly rate of $150-$300 is below the Connecticut median of $300. 18% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 1 of the 7 other planners in Westport that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wealthguard LLC
“The Firm provides fee-only, hourly and fixed-fee, comprehensive and as-needed financial planning services to individuals, businesses, trusts, foundations and families. Since we offer financial planning services and other financial consulting only, we have $0 under management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2000 (26 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125923
- Phone
- (203) 222-0404
Other planners in Westport that publish fees
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Blue Keel Financial PlanningWestport$250/hr, $2,000-$10,000
- Brennan Capital Management LLCWestport$300/hr, $750-$3,000
- Cfig Investment Advisory Services, LLCWestport$400/hr, $5,000-$25,000
- Drum Hill Capital, LLCWestport$300/hr
- Foundation Financial Inc.Westport$125-$200/hr, $1,000-$4,500
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.