Fiduciary advisors in Glastonbury, CT

13 registered advisers

Glastonbury is a Hartford suburb where insurance industry wealth and corporate professional income sustain a mature advisory market, and 13 SEC-registered fiduciary firms serve local investors. Among them, 11 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

ADVICEONE ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #111614
Typical Fee--
AUM$1.7B
Minimum--
Clients4,511

BRIGGS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #125518
Typical Fee--
AUM$362M
Minimum--
Clients689

EMPOWER FINANCIAL ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #313968
Typical Fee--
AUM$636M
Minimum--
Clients1,508

GREENSLEDGE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #307732
Typical Fee--
AUM$606M
Minimum--
Clients4

JK PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #305987
Typical Fee--
AUM$127M
Minimum--
Clients453

MARK SHEPTOFF FINANCIAL PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #108742
Typical Fee--
AUM$428M
Minimum--
Clients759

ROSSMORE PRIVATE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #288453
Typical Fee--
AUM$1.3B
Minimum--
Clients850

SMITH BROTHERS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #322951
Typical Fee--
AUM$999M
Minimum--
Clients448

SOMNIO FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #174217
Typical Fee--
AUM$168M
Minimum--
Clients461

SYMMETRY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #120982
Typical Fee--
AUM$4.7B
Minimum--
Clients11,419

U.S.A. FINANCIAL & TAX SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glastonbury, ConnecticutCRD #306214
Typical Fee--
AUM$159M
Minimum--
Clients660

USI ADVISORS

Clean Record
Glastonbury, ConnecticutCRD #108113
Typical Fee--
AUM$48.9B
Minimum--
Clients1,346

USI SECURITIES, INC.

Clean RecordAlso Compensated via Brokerage
Glastonbury, ConnecticutCRD #43793
Typical Fee--
AUM--
Minimum--
Clients--
Fiduciary Advisors in Glastonbury, Connecticut | FiduciaryListings