Top financial advisors in Southbury, CT
We've curated a list of the best financial advisors in Southbury, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $157,627,421 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 Southbury, 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.
Kennedy Wealth And Tax Management, Inc.
Kennedy Wealth & Tax Management, LLC is a financial advisory firm based in Southbury, CT, established in 2014. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include asset management, comprehensive portfolio management, financial planning, pension consulting, and trustee support services. For asset management and comprehensive portfolio management, the firm tailors investment strategies to meet clients' specific needs, utilizing a variety of securities and investments. Fees for asset management range from 0.20% to 1.30% based on assets under management. Financial planning and consulting services are offered on an hourly or flat fee basis, with fees ranging from $3,500 to $10,000. Pension consulting fees range from 0.45% to 1.00% based on plan assets under management. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker for client assets. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. Kennedy Wealth & Tax Management, LLC does not charge performance-based fees and does not offer or sponsor a wrap fee program. The firm has no disciplinary events and does not provide financial information in the brochure. Clients are encouraged to review the full Code of Ethics upon request.
$157,627,421 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
Pension Consulting Services
Selection Of Other Advisers
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 Southbury, 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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