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Financial advisors · Connecticut

Fee-only financial advisors in Westport, CT

From SEC and state Form ADV filingsUpdated 2026-11-07

21 fee-only investment advisers have offices in Westport, Connecticut, according to their Form ADV filings with the SEC and state regulators. 12 offer hourly or flat-fee arrangements, 9 charge only a percentage of the assets they manage, and 12 provide financial planning. 12 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 21 of 21

August Wealth Advisors LLC

51 Riverside Avenue First Floor, Westport, CT 06880 · (800) 985-9477

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$437M
Individual clients
319
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

LCR Wealth Management LLC

518 Riverside Ave Building A, Floor 2, Westport, CT 06880 · (203) 780-2272

  • Percentage of assets
  • Financial planning
Assets managed
$152M
Individual clients
73
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Drum Hill Capital, LLC

1221 Post Road East Suite 205, Westport, CT 06880 · (203) 349-8182

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$194M
Individual clients
72
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

JKG Capital LLC

55 Post Road West 2nd Floor, Westport, CT 06880 · (203) 571-3557

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$15M
Individual clients
14
Advisory staff
1
Registered with
CT, MA

Profile · Website · SEC record

Seneca Wealth Advisors, LLC

468 Post RD East Suite a, Westport, CT 06880 · (704) 784-9330

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.3M
Individual clients
2
Advisory staff
1
Registered with
CT, NC, OR

Profile · SEC record

Greater Wealth

21 Bridge Square, Westport, CT 06880 · (980) 365-9847

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$8.4M
Individual clients
Under 5
Advisory staff
2
Registered with
CT

Profile · Website · SEC record

Quorus Inc.

500 Post Road East 2nd FL, Suite 303, Westport, CT 06880 · (929) 560-2588

  • Percentage of assets
Assets managed
$148M
Individual clients
174
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Hunjo LLC

93 Bayberry Lane, Westport, CT 06880 · (917) 647-1208

  • Percentage of assets
Assets managed
$3.1M
Individual clients
2
Advisory staff
1
Registered with
CT

Profile · SEC record

Birinyi Associates, Inc.

59 Wilton Road Second Floor, Westport, CT 06880 · (203) 341-0833

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Subscription
Assets managed
$472M
Individual clients
103
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Westport

Another 74 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Westport?

Form ADV records how firms charge, not what they charge. Of the 21 firms listed here, 12 offer hourly or flat fees and 21 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Westport advisers selected?

Every registered investment adviser with an office in Westport that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.