Fee-OnlyFinder

% of assets managed in Glastonbury, CT

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

All 13

Adviceone Advisory Services, LLC100 Western Boulevard · Glastonbury, CT 06033 · (860) 659-4900 · Financial planningCRD 111614 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedBriggs Wealth Management, INC.221 Addison Road, Unit101 · Glastonbury, CT 06033 · (860) 633-8988 · Financial planningCRD 125518 · % of assets, Hourly charges, Fixed fees · $362.0 million AUMSEC registeredNo commissions reportedBuell Investment Advisors200 Glastonbury Blvd 1st FL · Glastonbury, CT 06033 · (860) 657-1700 · Financial planningCRD 173423 · % of assets, Hourly charges, Fixed fees · $35.2 million AUMState registeredNo commissions reportedEmpower Financial Advisory, LLC655 Winding Brook Drive · Glastonbury, CT 06033 · (860) 494-2600 · Financial planningCRD 313968 · % of assets, Hourly charges, Fixed fees · $635.8 million AUMSEC registeredNo commissions reportedFinancial Resources Group, LLC116 Oak Street, 2nd Floor · Glastonbury, CT 06033 · (860) 657-8380 · Financial planningCRD 293380 · % of assets, Fixed fees · $89.3 million AUMState registeredNo commissions reportedGlastonbury Cpa's Financial Advisors, LLC655 Winding Brook Dr; 2nd FL · Glastonbury, CT 06033 · (860) 659-0357 · Hourly feesCRD 127288 · % of assets, Hourly charges · $32.3 million AUMState registeredNo commissions reportedJk Private Wealth, LLC49 Welles St., Suite 204 · Glastonbury, CT 06033 · (860) 781-8341 · % of assets managedCRD 305987 · % of assets · $156.4 million AUMSEC registeredNo commissions reportedMark Sheptoff Financial Planning LLC703 Hebron Ave 3rd Floor · Glastonbury, CT 06033 · (860) 734-1090 · Financial planningCRD 108742 · % of assets, Hourly charges · $466.5 million AUMSEC registeredNo commissions reportedRossmore Private Capital, LLC628 Hebron Avenue, Suite 306 · Glastonbury, CT 06033 · (860) 200-6079 · Financial planningCRD 288453 · % of assets, Fixed fees, Other · $1.9 billion AUMSEC registeredNo commissions reportedSmith Brothers Financial, LLC68 National Drive · Glastonbury, CT 06033 · (800) 426-6946 · Financial planningCRD 322951 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported
Somnio Financial Group, LLC140 Glastonbury Blvd, Suite 450 · Glastonbury, CT 06033 · (860) 430-5500 · Financial planningCRD 174217 · % of assets, Fixed fees · $168.3 million AUMSEC registeredNo commissions reportedSymmetry Partners151 National Drive · Glastonbury, CT 06033 · (860) 734-2000 · % of assets managedCRD 120982 · % of assets, Other · $4.7 billion AUMSEC registeredNo commissions reportedTop Private Wealth703 Hebron Avenue · Glastonbury, CT 06033 · (860) 790-7992 · Financial planningCRD 331000 · % of assets, Hourly charges, Fixed fees · $106.5 million AUMSEC registeredNo commissions reported