ADVICEONE ADVISORY SERVICES, LLC
Glastonbury, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
860-659-4900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT, GLASTONBURY
10 advisers found
ROSSMORE PRIVATE CAPITAL, LLC
Glastonbury, CT
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
860-200-6079
SMITH BROTHERS FINANCIAL, LLC
Glastonbury, CT
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(800) 426-6946
EMPOWER FINANCIAL ADVISORY, LLC
Glastonbury, CT
AUM
$635.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(860) 494-2600
MARK SHEPTOFF FINANCIAL PLANNING LLC
Glastonbury, CT
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
860-734-1090
BRIGGS WEALTH MANAGEMENT, INC.
Glastonbury, CT
AUM
$362.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-633-8988
SOMNIO FINANCIAL GROUP, LLC
Glastonbury, CT
AUM
$168.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
860-430-5500
FINANCIAL RESOURCES GROUP, LLC
Glastonbury, CT
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-657-8380
TOP PRIVATE WEALTH
Glastonbury, CT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-790-7992
Full profileNo website
BUELL INVESTMENT ADVISORS
Glastonbury, CT
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8606571700
Full profileNo website