Fiduciary advisors in Essex, CT
4 registered advisers
Residents of Essex, Connecticut looking for fiduciary financial advice have 4 SEC-registered options locally. 4 operate strictly fee-only, with no compensation from product manufacturers.
ALCHEMI WEALTH, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee1.50%
AUM$287M
Minimum--
Clients1,136
ESSEX FINANCIAL SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee2.00%
AUM$4.2B
Minimum--
Clients7,143
JEFFREY N. MEHLER, CFP LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.25%
AUM$391M
Minimum--
Clients1,312
SULLIVAN FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$111M
Minimum--
Clients300