WEALTHSHAPE LLC
Windsor, CT
AUM
$109.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-837-0303
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT, WINDSOR
2 advisers found
Windsor, CT
AUM
$109.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-837-0303
Windsor, CT
AUM
$37.47B
Team
121 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(860) 580-2817