Fee-OnlyFinder

Advisers in Essex, CT

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

Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Alchemi Wealth, LLC35 Pratt Street, Suite 202 · Essex, CT 06426 · (860) 767-7500 · Financial planningCRD 310451 · % of assets, Hourly charges, Fixed fees · $286.9 million AUMSEC registeredNo commissions reportedBrae Head, INC.16 Saybrook Rd · Essex, CT 06426 · (413) 746-3700 · Financial planningCRD 129265 · % of assets · $90.6 million AUMState registeredNo commissions reportedEssex Financial Services, INC.176 Westbrook Road · Essex, CT 06426 · (860) 767-4300 · Financial planningCRD 127549 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedJeffrey N. Mehler, Cfp LLC147 Westbrook Road · Essex, CT 06426 · (860) 767-9700 · Financial planningCRD 126681 · % of assets, Hourly charges, Fixed fees · $416.2 million AUMSEC registeredNo commissions reportedSullivan Financial, LLC15a Main Street · Essex, CT 06426 · (860) 657-4150 · Financial planningCRD 121371 · % of assets, Hourly charges, Fixed fees · $119.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Essex? 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.