Fee-OnlyFinder

Financial planning in Stamford, CT

16 advisers in Stamford offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 16

Abundant Wealth Management LLC700 Canal Street, Serendipity Labs · Stamford, CT 06902 · (203) 661-3441 · Financial planningCRD 331285 · % of assets, Hourly charges, Fixed fees · $243.8 million AUMSEC registeredNo commissions reportedAraglan Capital Management, LLCOne Landmark Square, Suite 801 · Stamford, CT 06901 · (203) 323-2691 · Financial planningCRD 152150 · % of assets, Hourly charges · $24.0 million AUMState registeredNo commissions reportedAsset Management Group, INC.60 Long Ridge Road · Stamford, CT 06902 · (203) 964-8300 · Financial planningCRD 110116 · % of assets, Hourly charges · $898.3 million AUMSEC registeredNo commissions reportedClear Harbor Asset Management, LLC263 Tresser Blvd., Suite 1502 · Stamford, CT 06901 · (212) 867-7310 · Financial planningCRD 152242 · % of assets, Fixed fees, Performance-based fees · $2.1 billion AUMSEC registeredNo commissions reportedIntegra Global Advisors LLC281 Tresser Boulevard - Suite 401 · Stamford, CT 06901 · (203) 266-3942 · Financial planningCRD 288511 · % of assets, Performance-based fees · $684.1 million AUMSEC registeredNo commissions reportedJackson, Grant Investment Advisers, INC.Two High Ridge Park · Stamford, CT 06905 · (203) 322-1198 · Financial planningCRD 108156 · % of assets, Hourly charges · $577.7 million AUMSEC registeredNo commissions reportedJc Capital Advisors Group LLC60 Long Ridge Road, Ste 212 · Stamford, CT 06902 · (203) 889-3400 · Financial planningCRD 339298 · % of assets, Fixed fees · $263.0 million AUMSEC registeredNo commissions reportedNorthcoast Asset Management LLC400 Atlantic Sreet, 6th Floor · Stamford, CT 06901 · (203) 532-7000 · Financial planningCRD 282241 · % of assets, Other · $5.0 billion AUMSEC registeredNo commissions reportedNorthstar Portfolio Investments, LLC80, Fourth Street · Stamford, CT 06905 · (888) 600-1423 · Financial planningCRD 173314 · % of assets, Hourly charges, Fixed fees · $64.4 million AUMState registeredNo commissions reportedOakridge Management Group LLC1 Landmark Square, Suite 1730 · Stamford, CT 06901 · (203) 257-3289 · Financial planningCRD 306284 · % of assets, Fixed fees, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reported
Quarve Associates, LLC350 Bedford Street, Suite 307 · Stamford, CT 06901 · (203) 356-1910 · Financial planningCRD 112160 · % of assets, Fixed fees · $48.2 million AUMState registeredNo commissions reportedRzh Advisors LLCOne Landmark Square, 11th Floor · Stamford, CT 06901 · (203) 355-0880 · Financial planningCRD 125696 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedScholtz & Company, LLC107 Elm Street, Four Stamford Plaza, 5th Floor · Stamford, CT 06902 · (203) 714-9900 · Financial planningCRD 107363 · % of assets, Fixed fees · $340.5 million AUMSEC registeredNo commissions reportedSovereign Financial Group, INC.35 West Broad Street, Suite 100 · Stamford, CT 06902 · (888) 765-8180 · Financial planningCRD 294314 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSteward Partners Investment Advisory, LLC400 Atlantic Street, Floor 10, Suite 1020 · Stamford, CT 06901 · (866) 694-7769 · Financial planningCRD 283004 · % of assets, Hourly charges, Fixed fees · $36.7 billion AUMSEC registeredNo commissions reportedStrong Wealth Advisors, LLC1266 E Main St, Ste 700r · Stamford, CT 06902 · (475) 477-9601 · Financial planningCRD 332447 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported