Fee-OnlyFinder

Advisers in Hartford, CT

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

Financial planning (5)Hourly fees (3)Flat / fixed fees (3)

All advisers

Bradley Foster & Sargent INC185 Asylum Street, City Place II, 11th Floor · Hartford, CT 06103 · (860) 527-8050 · Financial planningCRD 106928 · % of assets, Fixed fees · $9.1 billion AUMSEC registeredNo commissions reportedEdgon Advisory LLC207 Main Street, 3rd Floor · Hartford, CT 06106 · (959) 207-3700 · Financial planningCRD 287530 · % of assets, Hourly charges, Fixed fees · $103,000 AUMState registeredNo commissions reportedFounders Capital Management, LLCOne State Street, Suite 1700 · Hartford, CT 06103 · (860) 308-0061 · Financial planningCRD 118853 · % of assets · $920.3 million AUMSEC registeredNo commissions reportedNutmeg Capital Advisors, LLC241 Main Street, 3rd Floor · Hartford, CT 06106 · (860) 524-3410 · Financial planningCRD 133162 · % of assets, Hourly charges, Fixed fees · $41.8 million AUMState registeredNo commissions reportedPanarella Wealth Management LLC750 Main Street, Suite 1300 · Hartford, CT 06103 · (860) 263-7533 · Financial planningCRD 164181 · % of assets, Hourly charges · $50.7 million AUMState registeredNo commissions reportedSky Investment Group LLCOne Financial Plaza, Suite 1210 · Hartford, CT 06103 · (860) 761-9700 · % of assets managedCRD 134001 · % of assets · $931.0 million AUMSEC registeredNo commissions reportedVirtus Fixed Income Advisers, LLCOne Financial Plaza · Hartford, CT 06103 · (877) 332-8172 · % of assets managedCRD 146029 · % of assets, Performance-based fees · $34.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in Hartford? 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.