Mark Briggs
Briggs Wealth Management, Inc. · Glastonbury, Connecticut
Mark Briggs is a fee-only financial advisor at Briggs Wealth Management, Inc. in Glastonbury, Connecticut, who holds the CFP, CPA/PFS and MBA credentials. Briggs Wealth Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Briggs Wealth Management, Inc. |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $362.0M across 689 accounts |
| Credentials | CFP · CPA/PFS · MBA |
| SEC registration | Investment adviser representative in CT · CRD 2898839 |
| Exams passed | Series 65 (1997) · Series 63 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | briggswealthmgmt.com |
How Mark's firm compares
- Briggs Wealth Management, Inc.'s average account is about $525,000, from its Form ADV (assets managed divided by 689 accounts).
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Questions about Mark
Is Mark Briggs a fee-only financial advisor?
Yes. Mark Briggs 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 Mark's firm.
How does Mark charge for financial advice?
Mark's firm, Briggs Wealth Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Briggs based?
Mark Briggs is based in Glastonbury, Connecticut.
What credentials does Mark Briggs hold?
Mark Briggs holds the CFP, CPA/PFS and MBA credentials.
Is Mark Briggs registered with the SEC?
Yes. Mark Briggs is registered as an investment adviser representative in CT (CRD 2898839), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Briggs Wealth Management, Inc. manage?
Briggs Wealth Management, Inc. reports $362.0M across 689 accounts in assets under management.
How do I contact Mark Briggs?
Through Mark's website, briggswealthmgmt.com.
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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