# Alyse Uzarski

> Alyse Uzarski is a fee-only financial advisor at Kreitler Financial in New Haven, Connecticut. Alyse charges a percentage of assets and focuses on retirement planning, small business owners and family wealth transfer.

Page: https://find.wellspent.co/advisors/alyse-uzarski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kreitler Financial
- **Based in:** New Haven, Connecticut
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $584.9M across 950 accounts
- **Specialties:** Retirement planning, Small business owners, Family wealth transfer
- **Works with:** Pre-retirees, Mid-life transitions, Divorced individuals, Multi-generational families
- **CRD:** 5825595 (https://adviserinfo.sec.gov/individual/summary/5825595)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2011), Series 65 (2012)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.kreitlerfinancial.com

## Frequently asked questions

### Is Alyse Uzarski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alyse holds no broker registration, and Kreitler Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alyse charge for financial advice?

Alyse charges a percentage of assets.

### Where is Alyse Uzarski based?

Alyse Uzarski is based in New Haven, Connecticut.

### What does Alyse specialize in?

Alyse's specialties include retirement planning, small business owners and family wealth transfer. Alyse works with pre-retirees, mid-life transitions, divorced individuals and multi-generational families.

### Is Alyse Uzarski registered with the SEC?

Yes. Alyse Uzarski is registered as an investment adviser representative in CT (CRD 5825595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Kreitler Financial manage?

Kreitler Financial reports $584.9M across 950 accounts in assets under management.

### How do I contact Alyse Uzarski?

Through Alyse's website, www.kreitlerfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5825595): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kreitlerfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.