Firm
Sursum Financial
Madison, Connecticut
Fee-only
Sursum 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 1 employee and 11 individual clients, 3 of them high net worth.
- Its average account is about $159,000 (assets it manages divided by its 21 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Madison, Connecticut |
|---|---|
| Phone | (203) 640-4628 |
Sursum Financial fees
Sursum Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Performance-based fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 8 |
| High-net-worth clients | 3 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 317529 |