Fee-OnlyFinder

Advisers in West Hartford, CT

8 advisers in West Hartford — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

Apella Wealth65 Memorial Drive, Suite C340 · West Hartford, CT 06107 · (860) 785-2260 · Financial planningCRD 171106 · % of assets, Other · $11.1 billion AUMSEC registeredNo commissions reportedConifer Investments LTD65 Lasalle Road, Suite 402 · West Hartford, CT 06107 · (860) 761-1041 · Flat / fixed feesCRD 106159 · % of assets, Fixed fees · $524.0 million AUMSEC registeredNo commissions reportedFierston Financial Group INC29 South Main St, Suite 302 · West Hartford, CT 06107 · (860) 521-2100 · Financial planningCRD 105003 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedHfm Wealth Management65 Lasalle Road Ste 307 · West Hartford, CT 06107 · (860) 241-0028 · Financial planningCRD 105039 · % of assets, Hourly charges, Fixed fees · $699.6 million AUMSEC registeredNo commissions reportedHorizon Financial Advisors, LLC16 Arapahoe Road · West Hartford, CT 06107 · Financial planningCRD 127215 · % of assets, Hourly charges · $18.9 million AUMState registeredNo commissions reportedMcCary Anheuser Wealth Management, LLC15 North Main Street, Suite 100 · West Hartford, CT 06107 · (860) 761-1000 · Financial planningCRD 306810 · % of assets, Fixed fees · $8.1 million AUMState registeredNo commissions reportedRmc Investment Advisors643 Prospect Avenue · West Hartford, CT 06105 · (860) 561-1245 · % of assets managedCRD 104674 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedYhb Investment Advisors INC29 South Main Street, Suite 306 · West Hartford, CT 06107 · (860) 561-7050 · Hourly feesCRD 105434 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in West Hartford? 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.