Firm
QVM Group
South Glastonbury, Connecticut
Fee-only
QVM Group at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 15 individual clients, 12 of them high net worth.
- Its average account is about $4.5 million (assets it manages divided by its 15 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | South Glastonbury, Connecticut |
|---|---|
| Website | qvmgroup.com |
| Phone | (860) 633-1760 |
QVM Group fees
QVM Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 3 |
| High-net-worth clients | 12 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 21, 2025 |
| SEC record | CRD 142534 |