Fee-OnlyFinder

Advisers in Norwalk, CT

5 advisers in Norwalk — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Adriatic Wealth Management LLC14 Betmarlea Rd · Norwalk, CT 06850 · (646) 251-8602 · % of assets managedCRD 287493 · % of assets · $2.6 million AUMState registeredNo commissions reportedLitvak Wealth, LLC50 Washington Street, Suite 301e · Norwalk, CT 06854 · (203) 227-8000 · % of assets managedCRD 170805 · % of assets · $536.1 million AUMSEC registeredNo commissions reportedRiskbridge Advisors, LLC401 Merritt 7, Ph · Norwalk, CT 06851 · (203) 658-6055 · Financial planningCRD 310396 · % of assets, Hourly charges, Fixed fees · $898.3 million AUMSEC registeredNo commissions reportedTeewinot Capital Advisers, L.L.C.140 Rowayton Avenue, 2nd Floor · Norwalk, CT 06853 · (212) 984-2360 · % of assets managedCRD 138757 · % of assets, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedVon Kohorn Research & Advisory, INC.2 Highmeadow · Norwalk, CT 06854 · (203) 919-1919 · % of assets managedCRD 139516 · % of assets, Performance-based fees · $1.5 million AUMState registeredNo commissions reported
Talking to advisers in Norwalk? 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.