Liam Wallace
New England Capital Financial Advisors · Cheshire, Connecticut
Liam Wallace is a fee-only financial advisor at New England Capital Financial Advisors in Cheshire, Connecticut, who holds the CFP credential. New England Capital Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | New England Capital Financial Advisors |
|---|---|
| Based in | Cheshire, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $768.0M across 3,121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 7414980 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.newenglandcapital.com |
How Liam's firm compares
- New England Capital Financial Advisors's average account is about $246,000, from its Form ADV (assets managed divided by 3,121 accounts).
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Questions about Liam
Is Liam Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Liam holds no broker registration, and New England Capital Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Liam charge for financial advice?
Liam's firm, New England Capital Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Liam Wallace based?
Liam Wallace is based in Cheshire, Connecticut.
What credentials does Liam Wallace hold?
Liam Wallace holds the CFP credential.
Is Liam Wallace registered with the SEC?
Yes. Liam Wallace is registered as an investment adviser representative in CT (CRD 7414980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New England Capital Financial Advisors manage?
New England Capital Financial Advisors reports $768.0M across 3,121 accounts in assets under management.
How do I contact Liam Wallace?
Through Liam's website, www.newenglandcapital.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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