Fee-OnlyFinder

% of assets managed in Guilford, CT

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

All 6

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 reported