Firm
Successful Wealth Strategies
Canton, Connecticut
Fee-only
Facts
| Based in | Canton, Connecticut |
|---|---|
| Website | successfulwealthstrategies.com |
| Phone | (860) 470-6238 |
Successful Wealth Strategies fees
Successful Wealth Strategies doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 158 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 286563 |