Fee-OnlyFinder

Advisers in Fairfield, CT

4 advisers in Fairfield — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)

All advisers

Advanced Capital Advisors, LLC140 Sherman Street 4th Floor · Fairfield, CT 06824 · (203) 255-0504 · Financial planningCRD 113628 · % of assets, Hourly charges · $173.0 million AUMState registeredNo commissions reportedCompass33 Miller Street · Fairfield, CT 06824 · (203) 454-5970 · Financial planningCRD 158280 · % of assets, Hourly charges, Fixed fees · $47.7 million AUMState registeredNo commissions reportedHerbert J. Sims Capital Management, INC.2150 Post Road, Suite 301 · Fairfield, CT 06824 · (203) 418-9000 · Financial planningCRD 134510 · % of assets · $436.9 million AUMSEC registeredNo commissions reportedMoneco Advisors2150 Post Road, Suite 201 · Fairfield, CT 06824 · (203) 319-3550 · Financial planningCRD 171922 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in Fairfield? 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.