Fiduciary advisors in Guilford, CT

7 registered advisers

Guilford, Connecticut has 7 SEC-registered fiduciary advisory firms, 6 of which are fee-only.

COMPASS WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Guilford, ConnecticutCRD #106289
Typical Fee--
AUM$683M
Minimum--
Clients931

DIASTOLE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Guilford, ConnecticutCRD #111604
Typical Fee--
AUM$378M
Minimum--
Clients1,437

GRANITE ISLANDS PRIVATE WEALTH, LLC

Clean RecordAlso Compensated via Brokerage
Guilford, ConnecticutCRD #336263
Typical Fee--
AUM$228M
Minimum--
Clients466

GREY LEDGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Guilford, ConnecticutCRD #124867
Typical Fee--
AUM$540M
Minimum--
Clients1,479

MONTE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Guilford, ConnecticutCRD #150119
Typical Fee--
AUM$427M
Minimum--
Clients459

PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Guilford, ConnecticutCRD #143013
Typical Fee--
AUM$307M
Minimum--
Clients2

PROSPECTOR PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Guilford, ConnecticutCRD #123546
Typical Fee--
AUM$812M
Minimum--
Clients7
Fiduciary Advisors in Guilford, Connecticut | FiduciaryListings