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
| $114,723,896 | 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.
Methodology
To generate our top financial advisors list in Killingworth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Killingworth. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio 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.
Methodology
To generate our top financial advisors list in Killingworth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Killingworth. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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