Fiduciary advisors in Norwalk, CT

10 registered advisers

Norwalk is a Fairfield County city where media companies (Hearst, Booking Holdings) and financial services generate advisory demand, and 10 SEC-registered fiduciary firms serve local investors. Among them, 10 operate strictly fee-only, meaning they collect no commissions or product-based revenue.

ARDSLEY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwalk, ConnecticutCRD #301116
Typical Fee--
AUM$1.6B
Minimum--
Clients11

CAPZONE MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwalk, ConnecticutCRD #330135
Typical Fee--
AUM$205M
Minimum--
Clients1

CF PRIVATE EQUITY, INC.

Fee-Only, No ConflictsClean Record
Norwalk, ConnecticutCRD #110657
Typical Fee--
AUM$15.8B
Minimum--
Clients82

COMMONFUND OCIO, INC.

Fee-Only, No ConflictsClean Record
Norwalk, ConnecticutCRD #110689
Typical Fee--
AUM$22.7B
Minimum--
Clients153

GE INVESTMENT MANAGEMENT

Fee-Only, No Conflicts
Norwalk, ConnecticutCRD #323648
Typical Fee--
AUM$24.4B
Minimum--
Clients1

HEARTWOOD PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwalk, ConnecticutCRD #313052
Typical Fee--
AUM$1.3B
Minimum--
Clients19

LITVAK WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwalk, ConnecticutCRD #170805
Typical Fee--
AUM$487M
Minimum--
Clients197

RISKBRIDGE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwalk, ConnecticutCRD #310396
Typical Fee--
AUM$834M
Minimum--
Clients205

SAVOIR FAIRE CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Norwalk, ConnecticutCRD #306994
Typical Fee--
AUM$399M
Minimum--
Clients3

TEEWINOT CAPITAL ADVISERS, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwalk, ConnecticutCRD #138757
Typical Fee--
AUM$1.2B
Minimum--
Clients7
Fiduciary Advisors in Norwalk, Connecticut | FiduciaryListings