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 SalesTypical Fee--
AUM$1.7B
Minimum--
Clients4,511
BRIGGS WEALTH MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$362M
Minimum--
Clients689
EMPOWER FINANCIAL ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$636M
Minimum--
Clients1,508
GREENSLEDGE ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$606M
Minimum--
Clients4
JK PRIVATE WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$127M
Minimum--
Clients453
MARK SHEPTOFF FINANCIAL PLANNING LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$428M
Minimum--
Clients759
ROSSMORE PRIVATE CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients850
SMITH BROTHERS FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$999M
Minimum--
Clients448
SOMNIO FINANCIAL GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients461
SYMMETRY PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.7B
Minimum--
Clients11,419
U.S.A. FINANCIAL & TAX SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$159M
Minimum--
Clients660
USI ADVISORS
Clean RecordTypical Fee--
AUM$48.9B
Minimum--
Clients1,346
USI SECURITIES, INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM--
Minimum--
Clients--