Fiduciary advisors in West Hartford, CT

9 registered advisers

Individual investors in West Hartford have access to 9 locally based, SEC-registered fiduciary advisors. 9 of those firms are fee-only, meaning the advisor's income comes entirely from client-paid fees.

APELLA WEALTH

Fee-Only, No ConflictsClean Record
West Hartford, ConnecticutCRD #171106
Typical Fee--
AUM$8.0B
Minimum--
Clients19,172

CONIFER INVESTMENTS LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #106159
Typical Fee--
AUM$466M
Minimum--
Clients85

FAIRVIEW CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
West Hartford, ConnecticutCRD #161258
Typical Fee--
AUM$2.6B
Minimum--
Clients26

FAIRVIEW CONSTITUTION MANAGEMENT IV LLC

Fee-Only, No ConflictsClean Record
West Hartford, ConnecticutCRD #159304
Typical Fee--
AUM$193M
Minimum--
Clients1

FIERSTON FINANCIAL GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #105003
Typical Fee--
AUM$1.0B
Minimum--
Clients904

HFM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #105039
Typical Fee--
AUM$713M
Minimum--
Clients186

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #130289
Typical Fee--
AUM$1.6B
Minimum--
Clients6

RMC INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #104674
Typical Fee--
AUM$987M
Minimum--
Clients852

YHB INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hartford, ConnecticutCRD #105434
Typical Fee0.15%
AUM$2.0B
Minimum--
Clients2,864
Fiduciary Advisors in West Hartford, Connecticut | FiduciaryListings