AUM
$309.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-259-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT, AVON
5 advisers found
CRIONNA WEALTH LLC
Avon, CT
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-362-1045
FORREST FINANCIAL PARTNERS LLC
Avon, CT
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-222-0232
TELOS PARTNERS LLC
Avon, CT
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(646)907-9424
Full profileNo website
TITTMANN & RUSCH, LLC
Avon, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
860-676-2776
Full profileNo website