Fee-OnlyFinder

Advisers in Wilton, CT

7 advisers in Wilton — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Agilis Investment Management LLC187 Danbury Road, Suite 206 · Wilton, CT 06897 · (203) 920-1011 · % of assets managedCRD 336358 · % of assets · $123.8 million AUMSEC registeredNo commissions reportedAis Capital Management L.P.187 Danbury Rd, First Floor · Wilton, CT 06897 · (203) 563-1180 · % of assets managedCRD 107971 · % of assets, Performance-based fees · $358.3 million AUMSEC registeredNo commissions reportedCatum Advisory Group, LLC.88 Danbury Rd, Suite 2d · Wilton, CT 06897 · (203) 344-7770 · Financial planningCRD 277148 · % of assets, Hourly charges, Fixed fees · $128.6 million AUMSEC registeredNo commissions reportedJohnston Investment Counsel, LTD.125 Pipers Hill Road · Wilton, CT 06897 · (309) 674-3330 · Financial planningCRD 109726 · % of assets, Hourly charges, Fixed fees · $125.0 million AUMSEC registeredNo commissions reportedRound Rock Advisors LLC187 Danbury Road, Suite 201 · Wilton, CT 06897 · (203) 920-4774 · Financial planningCRD 286007 · % of assets, Fixed fees · $906.7 million AUMSEC registeredNo commissions reportedStonebridge Advisors LLC10 Westport Road, Suite C101 · Wilton, CT 06897 · (203) 762-0004 · % of assets managedCRD 134017 · % of assets · $11.8 billion AUMSEC registeredNo commissions reportedTrivium Point Advisory, LLC40 Danbury Road, Suite 301 · Wilton, CT 06897 · (203) 221-3085 · Financial planningCRD 292182 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported
Talking to advisers in Wilton? 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.