Fee-OnlyFinder

Advisers in Windsor, CT

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

All advisers

Parker Wealth Management, LLC360 Bloomfield Avenue, Suite 301 · Windsor, CT 06095 · (860) 432-5802 · Financial planningCRD 157064 · % of assets, Hourly charges · $16.5 million AUMState registeredNo commissions reportedWealthshape LLC360 Bloomfield Ave, Suite 301 · Windsor, CT 06095 · (860) 837-0303 · Financial planningCRD 226733 · % of assets, Hourly charges, Fixed fees · $109.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Windsor? 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.