Firm
Metric Financial
Simsbury, Connecticut
Fee-only
Metric Financial at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 3 employees and 165 individual clients, 28 of them high net worth.
- Its average account is about $199,000 (assets it manages divided by its 489 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Simsbury, Connecticut |
|---|---|
| Website | metricfin.com |
| Phone | (860) 256-5895 |
Metric Financial 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.
| One-time plan | From $4,000 |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$0-$500,000 0.75%" source
"Initial Plan and Consultation $4000" source
"clients pay a blended fee based on percent of assets managed by Metric" source
"clients pay a one-time fee for a comprehensive financial plan, asset allocation determination, and investment recommendations" 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 · Fixed fees |
|---|---|
| Assets managed | $97 million |
| Individual clients | 137 |
| High-net-worth clients | 28 |
| Accounts managed | 489 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 297325 |