Fleurus Investment Advisory, LLC
Weston, Connecticut
Fleurus Investment Advisory, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 31 individual clients, 13 of them high net worth.
- Its average account is about $540,000 (assets it manages divided by its 85 accounts).
- It works with clients virtually as well as in person.
- Advice is offered in French and English.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Weston, Connecticut |
|---|---|
| Website | fleurus-ia.com |
| [email protected] | |
| Phone | (203) 919-4980 |
Questions about Fleurus Investment Advisory, LLC
How much does Fleurus Investment Advisory, LLC charge?
Fleurus Investment Advisory, LLC publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Fleurus Investment Advisory, LLC paid?
Fleurus Investment Advisory, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Fleurus Investment Advisory, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fleurus Investment Advisory, LLC.
What is the average account at Fleurus Investment Advisory, LLC?
Fleurus Investment Advisory, LLC's average account is about $540,000. That's the assets on its Form ADV divided by its 85 accounts.
What does Fleurus Investment Advisory, LLC specialize in?
Fleurus Investment Advisory, LLC's advisors and website list retirement planning.
Does Fleurus Investment Advisory, LLC work with clients virtually?
Yes. Fleurus Investment Advisory, LLC's website says it works with clients virtually.
Fleurus Investment Advisory, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $999,999 1.00%" source
"Our fee varies with the size of the portfolio under management" 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 | Percentage of assets · Hourly |
|---|---|
| Assets managed | $46 million |
| Individual clients | 18 |
| High-net-worth clients | 13 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 172257 |
Advisors at this firm (1)
Other fee-only firms in Connecticut
- Founders Capital Management · Hartford
- Freedom Investment Management · South Windsor
- Gilman Hill Asset Management · New Canaan
- Global Hill Wealth Advisors · Monroe
- Goodstead · Washington
- Granite Hill Capital Management · Ridgefield
- Greenhouse Wealth Management · Westport
- Greenwich Advisors · Greenwich