CONNECTICUT WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$4.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
46 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-470-0290
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CT, FARMINGTON
10 advisers found
MJP WEALTH ADVISORS
Farmington, CT
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-677-7755
PASI INVESTMENTS, LLC
Farmington, CT
AUM
$676.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
860-284-6880
MEDALLION WEALTH ADVISORS, LLC
Farmington, CT
AUM
$516.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-967-3032
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-606-3580
WMGNA
Farmington, CT
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-679-5255
U.S.A. FINANCIAL & TAX SERVICES, LLC
Farmington, CT
AUM
$159.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
860-430-2138
FISCAL DYNAMICS INCORPORATED
Farmington, CT
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
860-677-1753
NAVIGATOR FINANCIAL LLC
Farmington, CT
AUM
$4.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-775-2255
HAVILAND & SAMS, LLC
Farmington, CT
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
(860) 678-1414