Fee-OnlyFinder

Aspetuck Financial Management LLC

Financial planning in Westport, CT

SEC registeredNo commissions reported

Call (203) 226-5733Send a messageMap ↗

Public-record details

Address
27a Imperial Ave., Westport, CT 06880
Phone
(203) 226-5733
Listed under
Financial planning, % of assets managed
CRD number
134500
Registration
SEC registered since 2022-06-21
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$178.3 million
Accounts managed
481
Clients reported (Form ADV 5.D)
99
Individual / high-net-worth clients
54 / 33
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-17

SEC registered investment adviser, CRD 134500, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Westport

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 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 reportedAyrshire Capital Management LLC136 Main Street, Suite 203 · Westport, CT 06880 · (203) 349-5600 · % of assets managedCRD 157883 · % of assets · $285.1 million AUMSEC registeredNo commissions reportedBirinyi Associates, INC.59 Wilton Road, Second Floor · Westport, CT 06880 · (203) 341-0833 · Hourly feesCRD 107169 · % of assets, Hourly charges, Subscription fees · $471.7 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 reported

All 23 in Westport →