Fee-OnlyFinder

Rossmore Private Capital, LLC

Financial planning in Glastonbury, CT

SEC registeredNo commissions reported

Call (860) 200-6079Send a messageMap ↗

Public-record details

Address
628 Hebron Avenue, Suite 306, Glastonbury, CT 06033
Phone
(860) 200-6079
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number
288453
Registration
SEC registered since 2017-06-02
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees; Other (Fees for Trustee Services (A Percentage of Assets Under Trust))
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$1.9 billion
Accounts managed
909
Clients reported (Form ADV 5.D)
275
Individual / high-net-worth clients
63 / 190
Employees
10
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-19

SEC registered investment adviser, CRD 288453, 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 Glastonbury

Adviceone Advisory Services, LLC100 Western Boulevard · Glastonbury, CT 06033 · (860) 659-4900 · Financial planningCRD 111614 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedBlack Swan Wealth Management219 Cavan Lane · Glastonbury, CT 06033 · (978) 314-7926CRD 169586 · OtherState registeredNo commissions reportedBriggs Wealth Management, INC.221 Addison Road, Unit101 · Glastonbury, CT 06033 · (860) 633-8988 · Financial planningCRD 125518 · % of assets, Hourly charges, Fixed fees · $362.0 million AUMSEC registeredNo commissions reportedBuell Investment Advisors200 Glastonbury Blvd 1st FL · Glastonbury, CT 06033 · (860) 657-1700 · Financial planningCRD 173423 · % of assets, Hourly charges, Fixed fees · $35.2 million AUMState registeredNo commissions reportedEmpower Financial Advisory, LLC655 Winding Brook Drive · Glastonbury, CT 06033 · (860) 494-2600 · Financial planningCRD 313968 · % of assets, Hourly charges, Fixed fees · $635.8 million AUMSEC registeredNo commissions reportedFinancial Resources Group, LLC116 Oak Street, 2nd Floor · Glastonbury, CT 06033 · (860) 657-8380 · Financial planningCRD 293380 · % of assets, Fixed fees · $89.3 million AUMState registeredNo commissions reportedGlastonbury Cpa's Financial Advisors, LLC655 Winding Brook Dr; 2nd FL · Glastonbury, CT 06033 · (860) 659-0357 · Hourly feesCRD 127288 · % of assets, Hourly charges · $32.3 million AUMState registeredNo commissions reportedJk Private Wealth, LLC49 Welles St., Suite 204 · Glastonbury, CT 06033 · (860) 781-8341 · % of assets managedCRD 305987 · % of assets · $156.4 million AUMSEC registeredNo commissions reported

All 14 in Glastonbury →