Weise Financial Wellness fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300, with a two hour minimum.”

Flat or project fee

$1,500

“The fee for a Comprehensive Financial Plan begins at $1,500.”

Annual fee

$3,000/yr

“The fee for Ongoing Financial Planning begins at $3,000 per year and is separate from the initial, one-time fee for the Comprehensive Financial Plan.”

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

How Weise Financial Wellness bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Half of the fee will be collected in advance with the remainder due upon completion of the services.”
• “Fees may be paid monthly, quarterly or semi-annually in arrears.”

How Weise Financial Wellness’ fees compare

• Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Connecticut median of $5,125. 5% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the Connecticut median of $6,000. 26% of the 27 other Connecticut planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Weise Financial Wellness

• Principal: Brooke Weise
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

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

339866

Phone

(203) 560-1566

Other planners in Connecticut that publish fees

• 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
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

Compare all 227 planners in Connecticut