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Advisers in Shelton, CT

12 advisers in Shelton — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (7)Flat / fixed fees (7)Retirement plan consulting (3)

All advisers

Bridgelight Financial Advisors, INC1 Enterprise Drive, Suite 405 · Shelton, CT 06484 · (203) 795-7080 · Financial planningCRD 139518 · % of assets, Hourly charges · $150.8 million AUMSEC registeredNo commissions reportedConstitution Investment Advisory and Portfolio Management2 Trap Falls Road, Suite 504 · Shelton, CT 06484 · (475) 269-3200 · Financial planningCRD 310378 · % of assets · $241.3 million AUMSEC registeredNo commissions reportedCooper Financial Services, INC.1000 Bridgeport Avenue, Suite 308 · Shelton, CT 06484 · (203) 248-1972 · Financial planningCRD 104671 · % of assets · $184.1 million AUMSEC registeredNo commissions reportedFortress Financial Management4 Research Drive Suite 402 · Shelton, CT 06484 · (203) 912-1657 · Financial planningCRD 340068 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedGanim Private Wealth2 Enterprise Drive, Suite 305 · Shelton, CT 06484 · (203) 335-0851 · Financial planningCRD 285679 · % of assets, Hourly charges, Fixed fees · $238.6 million AUMSEC registeredNo commissions reportedInnovative Asset Advisors Group1 Enterprise Drive, Suite 425 · Shelton, CT 06484 · (203) 444-3599 · Financial planningCRD 336773 · % of assets, Hourly charges, Fixed fees · $297.9 million AUMSEC registeredNo commissions reportedInvestmark Advisory Group LLC3 Enterprise Drive, Fourth Floor · Shelton, CT 06484 · (203) 953-3777 · Financial planningCRD 121060 · % of assets, Hourly charges, Fixed fees · $929.7 million AUMSEC registeredNo commissions reportedMyfinancialpro, LLC4 Research Drive, Suite 402 · Shelton, CT 06484 · (203) 922-1192 · Financial planningCRD 136724 · % of assets, Hourly charges · $58.4 million AUMState registeredNo commissions reportedProcyon1 Corporate Drive, Suite 225 · Shelton, CT 06484 · (475) 232-2704 · Financial planningCRD 288239 · % of assets, Hourly charges, Fixed fees · $9.2 billion AUMSEC registeredNo commissions reportedStone Wall Money Management LLC100 Beard Sawmill Road, Suite 275 · Shelton, CT 06484 · (203) 372-4442 · % of assets managedCRD 331409 · % of assets · $8.8 million AUMState registeredNo commissions reported
Wright Investors Service INC2 Corporate Drive, Suite 770 · Shelton, CT 06484 · (203) 783-4400 · Flat / fixed feesCRD 106302 · % of assets, Subscription fees, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWright Private Asset Management LLC2 Corporate Drive, Suite 770 · Shelton, CT 06484 · (203) 783-4400 · Flat / fixed feesCRD 139570 · % of assets, Fixed fees · $74.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Shelton? 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.