Fee-OnlyFinder

% of assets managed in Farmington, CT

10 advisers in Farmington offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 10

Connecticut Wealth Management, LLC281 Farmington Avenue · Farmington, CT 06032 · (860) 470-0290 · Financial planningCRD 154310 · % of assets, Fixed fees · $4.5 billion AUMSEC registeredNo commissions reportedFiscal Dynamics Incorporated314 Farmington Avenue, Suite 100 · Farmington, CT 06032 · (860) 677-1753 · Financial planningCRD 111155 · % of assets, Fixed fees, Other · $35.4 million AUMState registeredNo commissions reportedMedallion Wealth Advisors, LLC2 Bridgewater Road, Suite 201 · Farmington, CT 06032 · (860) 967-3032 · Financial planningCRD 156064 · % of assets, Hourly charges, Fixed fees · $516.9 million AUMSEC registeredNo commissions reportedMjp Wealth Advisors74 Batterson Park Rd, Suite 103 · Farmington, CT 06032 · (860) 677-7755 · Financial planningCRD 127654 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reportedNavigator Financial LLC11 Chiltern St · Farmington, CT 06032 · (860) 775-2255 · Financial planningCRD 335223 · % of assets, Hourly charges, Fixed fees · $4.1 million AUMState registeredNo commissions reportedNew England Asset Management, INC.74 Batterson Park Rd., Pond View Corporate Center · Farmington, CT 06032 · (860) 676-8722 · Flat / fixed feesCRD 105900 · % of assets, Fixed fees · $111.7 billion AUMSEC registeredNo commissions reportedPasi Investments, LLC10 Talcott Notch Road, 2nd Floor · Farmington, CT 06032 · (860) 284-6880 · Flat / fixed feesCRD 145640 · % of assets, Fixed fees · $676.3 million AUMSEC registeredNo commissions reportedSagebroadview Wealth Management, LLC10 Waterside Drive, Suite 305 · Farmington, CT 06032 · (860) 606-3580 · Financial planningCRD 126472 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reportedU.S.A. Financial & Tax Services, LLC855 Farmington Ave · Farmington, CT 06032 · (860) 430-2138 · Financial planningCRD 306214 · % of assets · $159.3 million AUMSEC registeredNo commissions reportedWmgna10 Talcott Notch Road, Suite 103 · Farmington, CT 06032 · (860) 679-5255 · Financial planningCRD 125765 · % of assets, Hourly charges, Fixed fees · $346.4 million AUMSEC registeredNo commissions reported