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Advisor

Brett Howard

Howard Wealth Management · Norwalk, Connecticut

Brett Howard is a fee-only financial advisor at Howard Wealth Management in Norwalk, Connecticut. Howard Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmHoward Wealth Management
Based in Norwalk, Connecticut
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$397M across 924 accounts
SEC registration Investment adviser representative in CT, TX · CRD 2468282
Exams passedSeries 63 (1994) · Series 66 (2003)
Firm size2 employees
Disclosures None reported
LinkedInProfile

How Brett's firm compares

  • Howard Wealth Management's average account is about $430,000, from its Form ADV (assets managed divided by 924 accounts).

What fee-only advisors charge in Connecticut

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Questions about Brett

Is Brett Howard a fee-only financial advisor?

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

How does Brett charge for financial advice?

Brett's firm, Howard Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Brett Howard based?

Brett Howard is based in Norwalk, Connecticut.

Is Brett Howard registered with the SEC?

Yes. Brett Howard is registered as an investment adviser representative in CT and TX (CRD 2468282), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Howard Wealth Management manage?

Howard Wealth Management reports $397M across 924 accounts in assets under management.

How do I contact Brett Howard?

Contact details aren't on file yet. Search for Howard Wealth Management.

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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