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Advisers in Wethersfield, CT

3 advisers in Wethersfield — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Hammond Iles Wealth Advisors100 Great Meadow Road, Suite 701 · Wethersfield, CT 06109 · (860) 258-2600 · Financial planningCRD 136372 · % of assets, Hourly charges, Fixed fees · $474.9 million AUMSEC registeredNo commissions reportedJohnson Brunetti100 Great Meadow Road, Suite 502 · Wethersfield, CT 06109 · (860) 372-4800 · Financial planningCRD 171168 · % of assets, Fixed fees, Other · $2.8 billion AUMSEC registeredNo commissions reportedLifeline Financial, LLC322 Silas Deane Highway · Wethersfield, CT 06109 · (860) 282-1780 · Financial planningCRD 129327 · % of assets, Hourly charges, Fixed fees · $70.7 million AUMState registeredNo commissions reported
Talking to advisers in Wethersfield? 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.