Fee-OnlyFinder

Advisers in Mystic, CT

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

All advisers

Dewitt Capital Management LLC6 Brandon Lane · Mystic, CT 06355 · (203) 258-0028 · % of assets managedCRD 105945 · % of assets · $21.4 million AUMState registeredNo commissions reportedLansdowne Wealth Management, LLC34 Water Street, Unit 2a · Mystic, CT 06355 · (860) 245-5078 · Financial planningCRD 155422 · % of assets, Hourly charges, Fixed fees · $227.7 million AUMSEC registeredNo commissions reportedSound Portfolio Advisors, LLC28 Cottrell St. · Mystic, CT 06355 · (860) 572-2737 · % of assets managedCRD 125511 · % of assets · $151.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Mystic? 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.