Fee-OnlyFinder

Advisers in Avon, CT

5 advisers in Avon — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)Flat / fixed fees (4)

All advisers

Crionna Wealth LLC30 Tower Lane, Suite 200 · Avon, CT 06001 · (860) 362-1045 · Financial planningCRD 330136 · % of assets, Hourly charges, Fixed fees · $65.6 million AUMState registeredNo commissions reportedDel Gallo Financial Services, LLC195 West Main Street, Suite 7 · Avon, CT 06001 · (860) 675-5201 · Financial planningCRD 148260 · % of assets, Hourly charges, Fixed fees · $5.9 million AUMState registeredNo commissions reportedMilestone Asset Management Group, LLC302 West Main Street, Suite 206b · Avon, CT 06001 · (860) 259-4800 · Financial planningCRD 282896 · % of assets, Hourly charges, Fixed fees · $309.0 million AUMSEC registeredNo commissions reportedSpivak Asset Management, LLC172 West Main Street · Avon, CT 06001 · (860) 676-9756 · % of assets managedCRD 125714 · % of assets · $439.1 million AUMSEC registeredNo commissions reportedTelos Partners LLC124 Simsbury Rd, Bldg 1 Ste 202 · Avon, CT 06001 · (646) 907-9424 · Financial planningCRD 340922 · % of assets, Hourly charges, Fixed fees · $139.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Avon? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.