Webster Wealth Advisors, Inc. fees and pricing
Financial planner in Stamford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Webster Wealth Advisors, Inc. charges $400 an hour and a flat or project fee of $5,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“We also offer an hourly rate of $400/hour should an hourly structure be appropriate for a given plan/project.”
- Flat or project fee
- $5,000-$15,000
“Fixed fees for financial planning services will generally range from $5,000 to $15,000 depending upon plan complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Webster Wealth Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, the financial plan must be returned to receive the refund.”
How Webster Wealth Advisors, Inc.’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 6 other planners in Stamford that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$15,000 spans the Connecticut median of $5,125. 77% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Stamford that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Webster Wealth Advisors, Inc.
- Firm size: 2 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2000 (26 years).
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119664
- Phone
- (203) 905-6650
Other planners in Stamford that publish fees
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
- Euclid Harding, LLCStamford$500/hr, $750/qtr
- Quarve Associates, LLCStamford$500/hr
- RZH Advisors LLCStamford$400-$600/hr, $2,500-$50,000
- Sovereign Financial Group, Inc.Stamford$200-$450/hr, $1,500-$10,000
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.