Firm
DocsFP
Newington, Connecticut
Fee-only
Facts
| Based in | Newington, Connecticut |
|---|---|
| Website | docsfp.com |
| Phone | (860) 301-3490 |
DocsFP fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $600 an hour |
|---|---|
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Hourly Financial Planning engagements are offered at an hourly rate of $600 per hour." source
"Hourly Financial Planning engagements are offered at an hourly rate of $600 per hour." source
"Series of 4; 1-hour Video meetings held over a period of 12-18 weeks to create Your Comprehensive Financial Plan" source
"Ongoing financial planning services to implement your plan, guidance, and adjustments to the plan as" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly |
|---|---|
| Assets managed | $15 million |
| Individual clients | 23 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 318460 |