COMPASS WEALTH MANAGEMENT LLC
Guilford, CT
AUM
$682.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
203-453-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
8 advisers found
GREY LEDGE ADVISORS, LLC
Guilford, CT
AUM
$616.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-453-9075
MONTE FINANCIAL GROUP, LLC
Guilford, CT
AUM
$482.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203-453-6851
DIASTOLE WEALTH MANAGEMENT
Guilford, CT
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
203-458-5220
GRANITE ISLANDS PRIVATE WEALTH, LLC
Guilford, CT
AUM
$229.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-889-3890
REAL FINANCIAL PLANNING, LLC
Guilford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
203.909.1012
MCCAULEY INVESTMENTS ADVISORS LLC
Guilford, CT
AUM
$9.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(203) 453-2200
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