Wealthshape LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The total estimated fee, as well as the ultimate fee charged, is based on the complexity of the engagement, with flat fees not exceeding $5,000 and hourly fees at $250 per hour (billed in 15minute increments).”

Flat or project fee

$5,000

From the same sentence as above.

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

How Wealthshape LLC bills

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

• “Fees are billed quarterly in arrears, based on the quarter-end values of a client’s account on the last trading day of the quarter.”
• “WealthShape does not collect fees in advance.”
• “WealthShape estimates and quotes planning/consulting fees prior to any services being rendered and bills at the conclusion of the engagement.”

How Wealthshape LLC’s fees compare

• Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Windsor 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.

About Wealthshape LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

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

0.55% a year

Clients

136

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$109,423,270

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

226733

Website

facebook.com/wealthshape (opens in new tab)

Phone

(860) 837-0303

Can advise clients in 2 states: Connecticut, Massachusetts

Other planners in Windsor that publish fees

• Financial Advantage Advisors Co.Windsor$100⁠-⁠$350/hr
• Parker Wealth Management, LLCWindsor$250/hr, $3,000
• 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

Compare all 4 planners in Windsor