Fee-OnlyFinder

Advisers in Guilford, CT

7 advisers in Guilford — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (5)% of assets managed (6)Retirement plan consulting (3)

All advisers

Compass Wealth Management LLC10 Water Street · Guilford, CT 06437 · (203) 453-7000 · Financial planningCRD 106289 · % of assets, Fixed fees · $682.5 million AUMSEC registeredNo commissions reportedDiastole Wealth Management58 Boston Street · Guilford, CT 06437 · (203) 458-5220 · Financial planningCRD 111604 · % of assets · $396.0 million AUMSEC registeredNo commissions reportedGranite Islands Private Wealth, LLC157 Goose Lane, #3 · Guilford, CT 06437 · (203) 889-3890 · Financial planningCRD 336263 · % of assets, Hourly charges, Fixed fees · $229.9 million AUMSEC registeredNo commissions reportedGrey Ledge Advisors, LLCOne Park Street · Guilford, CT 06437 · (203) 453-9075 · Financial planningCRD 124867 · % of assets, Hourly charges, Fixed fees · $616.0 million AUMSEC registeredNo commissions reportedMcCauley Investments Advisors LLC138 Sam Hill Road, P. O. Box 409 · Guilford, CT 06437 · (203) 453-2200 · Financial planningCRD 171742 · % of assets, Hourly charges · $9.2 million AUMState registeredNo commissions reportedMonte Financial Group, LLC30 Long Hill Road · Guilford, CT 06437 · (203) 453-6851 · Financial planningCRD 150119 · % of assets, Hourly charges, Fixed fees · $482.4 million AUMSEC registeredNo commissions reportedReal Financial Planning, LLC705 Boston Post Road · Guilford, CT 06437 · (203) 909-1012 · Financial planningCRD 167877 · Hourly charges, Fixed feesState registeredNo commissions reported
Talking to advisers in Guilford? 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.