Lazetta Braxton
The Real Wealth Coterie · New Haven, Connecticut
Lazetta Braxton is a fee-only financial advisor at The Real Wealth Coterie in New Haven, Connecticut, who holds the CFP credential. Lazetta charges an ongoing planning fee and a percentage of assets (ongoing planning from $6,500 a year) and focuses on retirement planning, estate & legacy planning and student loans.
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Specialties
Who they serve
- Founders
- Early-career professionals
- Multi-generational families
Facts
| Firm | The Real Wealth Coterie |
|---|---|
| Based in | New Haven, Connecticut |
| Fee model | Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $6,500 a year |
| Works virtually | Yes |
| Assets under management | $8.3M across 66 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 5381045 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.therealwealthcoterie.co |
| Profile |
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Questions about Lazetta
Is Lazetta Braxton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lazetta holds no broker registration, and The Real Wealth Coterie reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lazetta charge for financial advice?
Lazetta charges an ongoing planning fee and a percentage of assets.
How much does Lazetta charge?
According to The Real Wealth Coterie's website, checked October 30, 2026: ongoing planning from $6,500 a year.
Does Lazetta work with clients virtually?
Yes. The Real Wealth Coterie says on its website that it works with clients remotely.
Where is Lazetta Braxton based?
Lazetta Braxton is based in New Haven, Connecticut.
What does Lazetta specialize in?
Lazetta's specialties include retirement planning, estate & legacy planning, student loans, small business owners and family wealth transfer. Lazetta works with founders, early-career professionals and multi-generational families.
What credentials does Lazetta Braxton hold?
Lazetta Braxton holds the CFP credential.
Is Lazetta Braxton registered with the SEC?
Yes. Lazetta Braxton is registered as an investment adviser representative in CT and TX (CRD 5381045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Real Wealth Coterie manage?
The Real Wealth Coterie reports $8.3M across 66 accounts in assets under management.
How do I contact Lazetta Braxton?
Through Lazetta's website, www.therealwealthcoterie.co.
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
- The Real Wealth Coterie website : specialties, clients served, and fees, checked October 30, 2026
- 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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