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 Sales
Essex, ConnecticutCRD #310451
Typical Fee1.50%
AUM$287M
Minimum--
Clients1,136

ESSEX FINANCIAL SERVICES, INC.

Fee-OnlyAlso Compensated via Product Sales
Essex, ConnecticutCRD #127549
Typical Fee2.00%
AUM$4.2B
Minimum--
Clients7,143

JEFFREY N. MEHLER, CFP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Essex, ConnecticutCRD #126681
Typical Fee1.25%
AUM$391M
Minimum--
Clients1,312

SULLIVAN FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Essex, ConnecticutCRD #121371
Typical Fee--
AUM$111M
Minimum--
Clients300
Fiduciary Advisors in Essex, Connecticut | FiduciaryListings