Joseph Donaldson
HTG Investment Advisors · New Canaan, Connecticut
Joseph Donaldson is a fee-only financial advisor at HTG Investment Advisors in New Canaan, Connecticut. HTG Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | HTG Investment Advisors |
|---|---|
| Based in | New Canaan, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.11B across 1,446 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2801717 |
| Exams passed | Series 63 (1996) · Series 65 (2020) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.htgadvisors.com |
How Joseph's firm compares
- HTG Investment Advisors's average account is about $770,000, from its Form ADV (assets managed divided by 1,446 accounts).
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Questions about Joseph
Is Joseph Donaldson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and HTG Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, HTG Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Donaldson based?
Joseph Donaldson is based in New Canaan, Connecticut.
Is Joseph Donaldson registered with the SEC?
Yes. Joseph Donaldson is registered as an investment adviser representative in CT (CRD 2801717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HTG Investment Advisors manage?
HTG Investment Advisors reports $1.11B across 1,446 accounts in assets under management.
How do I contact Joseph Donaldson?
Through Joseph's website, www.htgadvisors.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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