Investmark Advisory Group LLC

Investmark Advisory Group LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Shelton, Connecticut. On its latest Form ADV, filed October 28, 2026, it reports $930M in regulatory assets under management, 598 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	121060 · SEC file 801-76505
Office	3 Enterprise Drive Fourth Floor Shelton, CT 06484
Phone	(203) 953-3777
Website	www.investmark.net
Regulatory assets under management	$930M
Individual clients	373 non-high-net-worth, 225 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	10
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	October 28, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Shelton

• Constitution Investment Advisory and Portfolio Management $241M
• Myfinancialpro, LLC $58M
• Fortress Financial Management Not reported

See all 4 fee-only advisers in Shelton →

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