Top financial advisors in Killingworth, CT
We've curated a list of the best financial advisors in Killingworth, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $114,723,896 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Killingworth, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wj Financial Advisors, LLC
**WJ Financial Advisors, LLC Summary:** Established in 2006, WJ Financial Advisors, LLC (WJFA) is a fee-only Financial Planning and Investment Management firm located in Killingworth, CT. The firm's founders are Wallace Jones, Joseph Giaccone, and Jennifer Elles-Jones. WJFA specializes in Investment Management and Financial Planning, offering services tailored to individual client needs. The firm operates on a discretionary basis, allowing clients to grant full trading authority to WJFA. Investment strategies are based on client goals, risk tolerance, and time horizons, with a focus on asset allocation and low-cost, passive-index funds. WJFA's fee structure is negotiable, with combined Investment Management/Financial Planning fees not exceeding 1.25% annually. Financial Planning services are available on an hourly, fixed, or ongoing fee basis. The firm also provides ERISA Plan Services, acting as a limited-scope ERISA 3(21) fiduciary for qualified retirement plans. Clients have no minimum account size requirements, and the firm emphasizes transparency, ethical conduct, and client-centered service. WJFA does not engage in performance-based fees, side-by-side management, or receive external compensation for the sale of securities. The firm's investment strategies are grounded in comprehensive analysis, risk management, and adherence to high ethical standards. For more details, visit www.wjadvisors.com or contact [email protected].
$114,723,896 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Killingworth, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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