Firm
The Real Wealth Coterie
New Haven, Connecticut
Fee-only
Facts
| Based in | New Haven, Connecticut |
|---|---|
| Website | therealwealthcoterie.co |
| Phone | (203) 208-8398 |
The Real Wealth Coterie 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 $6,500 a year |
|---|---|
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$6,500 for Individuals" source
"This retainer-based client fee encompasses consistent and ongoing services and starts at:" source
"An asset under management (AUM) fee will be assessed at 0.75% for investable assets above $400,000." 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 | $8 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 330683 |