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 |
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 Vernon, 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.
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 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)
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 Vernon, 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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