# Joshua Kaufman

> Joshua Kaufman is a fee-only financial advisor at RiskBridge Advisors in Norwalk, Connecticut. Joshua focuses on estate & legacy planning, family wealth transfer and retirement planning. RiskBridge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RiskBridge Advisors
- **Based in:** Norwalk, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $898.3M across 293 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Retirement planning
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 6981610 (https://adviserinfo.sec.gov/individual/summary/6981610)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.riskbridgeadvisors.com/

## Frequently asked questions

### Is Joshua Kaufman a fee-only financial advisor?

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

### How does Joshua charge for financial advice?

Joshua's firm, RiskBridge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Kaufman based?

Joshua Kaufman is based in Norwalk, Connecticut.

### What does Joshua specialize in?

Joshua's specialties include estate & legacy planning, family wealth transfer and retirement planning. Joshua works with ultra high net worth and multi-generational families.

### Is Joshua Kaufman registered with the SEC?

Yes. Joshua Kaufman is registered as an investment adviser representative in CT (CRD 6981610), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RiskBridge Advisors manage?

RiskBridge Advisors reports $898.3M across 293 accounts in assets under management.

### How do I contact Joshua Kaufman?

Through Joshua's website, www.riskbridgeadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6981610): 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://www.riskbridgeadvisors.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.