Top financial advisors in Wethersfield, CT
We’ve curated a list of the best financial advisors in Wethersfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,183,289,377
Number of advisors
42 advisors
| $1,183,289,377 | 42 advisors | |
| 2 |
Assets under management
$82,142,674
Number of advisors
11 advisors
| $82,142,674 | 11 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 Wethersfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wethersfield. 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.
Johnson Brunetti
JB Capital LLC is a financial advisor firm based in Wethersfield, CT, established in April 2014 and registered with the SEC. The firm specializes in providing asset management services, financial planning, and consulting services. Clients must appoint the firm as their investment adviser of record for specified accounts, which are managed based on the client's financial situation, objectives, and risk tolerance. JB Capital may also recommend third-party money managers to manage client accounts, conducting due diligence and monitoring their performance. The firm charges asset management fees based on a percentage of assets under management, with tiered rates depending on the amount of assets. Clients are required to establish a brokerage account at Fidelity for trade execution. JB Capital does not engage in performance-based fees, soft dollar arrangements, or agency cross transactions. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1200 in fees. Clients are encouraged to review account statements and may request account reviews with the firm's advisors. JB Capital does not compensate for client referrals and does not have custody of client funds. The firm operates under a Code of Ethics and ensures compliance with all applicable laws and regulations.
$1,183,289,377 under management
42 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshopsHammond Iles Wealth Advisors
Hammond Iles Wealth Advisors, also known as HIWA, is an investment advisory firm established in 2001 by R. Gregory Hammond and Scott Iles. The firm offers a range of services, including the Dynamic Portfolio Management Program, Third Party Manager Asset Management Platforms, Financial Planning & Consulting Services, and Educational Seminars/Speaking Engagements. HIWA tailors its services to individual needs and allows clients to impose restrictions on their investments. For the Dynamic Portfolio Management Program, fees are negotiable and based on factors like services provided and account size, with a maximum annual fee of 1%. HIWA primarily uses mutual funds and ETFs for investments. The firm does not participate in wrap fee programs and has $82,142,674 of client assets under discretionary management as of December 30, 2022. HIWA recommends Charles Schwab as a custodian and broker, with Schwab compensated through commissions and interest on uninvested cash. The firm also has a referral program and receives compensation for client referrals. HIWA does not vote client securities and does not determine class action lawsuit eligibility for clients. Overall, HIWA operates as a fiduciary, acting in the best interests of clients, and offers a range of services tailored to individual needs with a focus on long-term growth and client customization. Clients are provided with detailed information on fees, services, and potential conflicts of interest.
$82,142,674 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
% FEE BASED ON ASSETS MANAGED BY A TPA
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshops
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 Wethersfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wethersfield. 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.
Your first meeting is free.