Fee-OnlyFinder

Advisers in Madison, CT

3 advisers in Madison — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

East Guilford Financial Services LLC145 Durham Road, Ste. 9 · Madison, CT 06443 · (203) 318-1177 · Financial planningCRD 127481 · % of assets, Hourly charges · $193.1 million AUMSEC registeredNo commissions reportedPrinciple Wealth48 Wall Street · Madison, CT 06443 · (203) 318-8892 · Financial planningCRD 290180 · % of assets, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedWarner Wealth869 Boston Post Road · Madison, CT 06443 · (203) 929-2727 · Financial planningCRD 334877 · % of assets · $458.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Madison? 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.