Loretta Nolan
Loretta Nolan Associates LLC · Old Greenwich, Connecticut
Loretta Nolan is a fee-only financial advisor at Loretta Nolan Associates LLC in Old Greenwich, Connecticut, who holds the AEP and CFP credentials. Loretta Nolan Associates LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Loretta Nolan Associates LLC |
|---|---|
| Based in | Old Greenwich, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.8M across 126 accounts |
| Credentials | AEP · CFP |
| SEC registration | Investment adviser representative in CT, NY · CRD 1127878 |
| Exams passed | Series 63 (1986) · Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Loretta's firm compares
- Loretta Nolan Associates LLC's average account is about $1.1 million, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Loretta
Is Loretta Nolan a fee-only financial advisor?
Yes. Loretta Nolan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Loretta's firm.
How does Loretta charge for financial advice?
Loretta's firm, Loretta Nolan Associates LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Loretta Nolan based?
Loretta Nolan is based in Old Greenwich, Connecticut.
What credentials does Loretta Nolan hold?
Loretta Nolan holds the AEP and CFP credentials.
Is Loretta Nolan registered with the SEC?
Yes. Loretta Nolan is registered as an investment adviser representative in CT and NY (CRD 1127878), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Loretta Nolan Associates LLC manage?
Loretta Nolan Associates LLC reports $135.8M across 126 accounts in assets under management.
How do I contact Loretta Nolan?
Contact details aren't on file yet. Search for Loretta Nolan Associates LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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