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Financial planning in Westport, CT

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

All 16

A.g.p / Alliance Global Partners88 Post Road West, 2nd Floor · Westport, CT 06880 · (800) 727-7922 · Financial planningCRD 8361 · % of assets, Hourly charges, Other · $2.3 billion AUMSEC registeredNo commissions reportedAlpine Hill Advisors LLC1 Turkey Hill Road South, Suite 204 · Westport, CT 06880 · (203) 246-5592 · Financial planningCRD 325412 · % of assets, Fixed fees · $114.5 million AUMSEC registeredNo commissions reportedAspetuck Financial Management LLC27a Imperial Ave. · Westport, CT 06880 · (203) 226-5733 · Financial planningCRD 134500 · % of assets · $178.3 million AUMSEC registeredNo commissions reportedAugust Wealth Advisors LLC51 Riverside Avenue, First Floor · Westport, CT 06880 · (800) 985-9477 · Financial planningCRD 339322 · % of assets, Fixed fees · $436.6 million AUMSEC registeredNo commissions reportedBlue Keel Financial Planning8 Wright Street, Suite 100 · Westport, CT 06880 · (203) 557-8272 · Financial planningCRD 173006 · % of assets, Hourly charges, Fixed fees · $13.4 million AUMState registeredNo commissions reportedBrennan Capital Management LLC8 Wright Street, Suite 107 · Westport, CT 06880 · (267) 630-2781 · Financial planningCRD 316432 · % of assets, Hourly charges, Fixed fees · $40.8 million AUMState registeredNo commissions reportedCastlekeep Investment Advisors257 Riverside Avenue, 2nd Floor · Westport, CT 06880 · (203) 682-7200 · Financial planningCRD 111656 · % of assets, Hourly charges · $920.8 million AUMSEC registeredNo commissions reportedCfig Investment Advisory Services, LLC1555 Post Road East, Suite 206 · Westport, CT 06880 · (203) 971-1910 · Financial planningCRD 148261 · % of assets, Hourly charges, Fixed fees · $31.4 million AUMState registeredNo commissions reportedCoastal Bridge Advisors54 Wilton Road, 1st Floor · Westport, CT 06880 · (203) 683-1530 · Financial planningCRD 152569 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedDrum Hill Capital, LLC1221 Post Road East, Suite 205 · Westport, CT 06880 · (203) 349-8182 · Financial planningCRD 123359 · % of assets, Hourly charges, Fixed fees · $194.3 million AUMSEC registeredNo commissions reported
Greater Wealth21 Bridge Square · Westport, CT 06880 · (980) 365-9847 · Financial planningCRD 326978 · % of assets, Fixed fees · $8.4 million AUMState registeredNo commissions reportedGreenhouse Wealth Management, LLC8 Wright Street, Suite 107 · Westport, CT 06880 · (203) 561-5002 · Financial planningCRD 283763 · % of assets, Fixed fees · $288.6 million AUMSEC registeredNo commissions reportedJkg Capital LLC55 Post Road West, 2nd Floor · Westport, CT 06880 · (203) 571-3557 · Financial planningCRD 284609 · % of assets, Fixed fees, Other · $15.2 million AUMState registeredNo commissions reportedLcr Wealth Management LLC518 Riverside Ave, Building A, Floor 2 · Westport, CT 06880 · (203) 780-2272 · Financial planningCRD 313013 · % of assets · $151.8 million AUMSEC registeredNo commissions reportedSeneca Wealth Advisors, LLC468 Post Rd East, Suite a · Westport, CT 06880 · (704) 784-9330 · Financial planningCRD 330699 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedThird View Private Wealth257 Riverside Avenue, Suite 301 · Westport, CT 06880 · (860) 759-0650 · Financial planningCRD 335591 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reported