Firm
Northshire Consulting
Southington, Connecticut
Fee-only
Facts
| Based in | Southington, Connecticut |
|---|---|
| Website | northshireconsulting.com |
| Phone | (800) 498-1876 |
Northshire Consulting 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.
| Ongoing planning | From $360 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$30/Month" source
".50% annually or $5 per $1,000 invested, Billed Quarterly" source
".50% annually or $5 per $1,000 invested, Billed Quarterly" 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 · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 25 |
| Financial planning | Offered |
| Form ADV filed | December 16, 2025 |
| SEC record | CRD 299013 |