Fee-OnlyFinder

Advisers in Trumbull, CT

2 advisers in Trumbull — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Fao Wealth INC55 Merritt Blvd · Trumbull, CT 06611 · (203) 248-3076 · % of assets managedCRD 335746 · % of assets · $44.4 million AUMState registeredNo commissions reportedSladek & Witek, LLP115 Technology Drive, Suite B-207 · Trumbull, CT 06611 · (203) 268-5988 · Financial planningCRD 127247 · % of assets, Hourly charges, Other · $78.0 million AUMState registeredNo commissions reported
Talking to advisers in Trumbull? 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.