Firm
Somnio Financial Group
Glastonbury, Connecticut
Fee-only
Somnio Financial Group at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 103 individual clients, 71 of them high net worth.
- Its average account is about $365,000 (assets it manages divided by its 461 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Glastonbury, Connecticut |
|---|---|
| Website | somniofg.com |
| [email protected] | |
| Phone | (860) 430-5500 |
Somnio Financial Group fees
Somnio Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $168 million |
| Individual clients | 32 |
| High-net-worth clients | 71 |
| Accounts managed | 461 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129727) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 174217 |