Wmgna fees and pricing

Financial planner in Farmington, Connecticut. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 6, 2026, Wmgna charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $325/hr; “The maximum hourly fee is $325 with a 3-hour minimum.”

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

“Annual costs range from $1,200 to $12,000 and can be billed monthly.”
“If billed monthly, Client will be invoiced on the 1st of the month and costs will be deducted on the 15th via ACH.”
“Costs are billed hourly based upon the number of hours it will take to complete the client’s project.”

Its hourly rate of $325 is above the Connecticut median of $300. 61% of the 103 other Connecticut planners that publish an hourly rate charge less.
1 of the 2 other planners in Farmington that publish an hourly rate charge less.

“We provide financial planning and tax se”

From the firm's description of its advisory business in its Form ADV brochure.

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% a year
Clients: 326
Employees: 9
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $346,446,708
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 125765
Website: twitter.com/wmgna?lang=en (opens in new tab)
Phone: (860) 679-5255

Is something on this page wrong or out of date?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.