Top financial advisors in Vernon, CT
We’ve curated a list of the best financial advisors in Vernon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$126,965,107
Number of advisors
2 advisors
| $126,965,107 | 2 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 Vernon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vernon. 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.
Keynote Financial Services, LLC
Keynote Financial Services, LLC is a Registered Investment Advisor established in 2004, specializing in financial planning and investment management. The firm, owned by Kent D. Zahner, offers services such as tax, insurance, retirement, and estate planning. Investment strategies include dynamic asset allocation and a core-and-satellite approach, focusing on securities, mutual funds, government securities, and options. Clients' individual needs are considered, with tailored consultations and the ability to impose restrictions on investments. The firm manages approximately $182 million on a discretionary basis. Fees range from ½ of 1% to 2% annually, based on account size and complexity, paid quarterly. Keynote Financial does not charge in advance, accept commissions, or participate in performance-based fees. The firm acts as a fiduciary for retirement accounts, prioritizing clients' interests. Clients include individuals, high net worth individuals, businesses, charities, trusts, and estates, with no minimum account size requirement. The firm does not engage in soft dollars, directed brokerage, or brokerage for client referrals. Clients' accounts are reviewed by Kent D. Zahner and James M. Desrocher, with a focus on openness, integrity, and trust in their Code of Ethics. Keynote Financial Services operates with investment discretion, allowing clients to set limitations on their accounts.
$126,965,107 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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)
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 Vernon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vernon. 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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