Benjamin Carlson
Briggs Wealth Management · Glastonbury, Connecticut
Benjamin Carlson is a fee-only financial advisor at Briggs Wealth Management in Glastonbury, Connecticut. Briggs Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Briggs Wealth Management |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $362.0M across 689 accounts |
| SEC registration | Investment adviser representative in CT · CRD 8159090 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.briggswealthmgmt.com |
How Benjamin's firm compares
- Briggs Wealth Management's average account is about $525,000, from its Form ADV (assets managed divided by 689 accounts).
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Questions about Benjamin
Is Benjamin Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Briggs Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Briggs Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Carlson based?
Benjamin Carlson is based in Glastonbury, Connecticut.
Is Benjamin Carlson registered with the SEC?
Yes. Benjamin Carlson is registered as an investment adviser representative in CT (CRD 8159090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Briggs Wealth Management manage?
Briggs Wealth Management reports $362.0M across 689 accounts in assets under management.
How do I contact Benjamin Carlson?
Through Benjamin's website, www.briggswealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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