# Michael Sylvester

> Michael Sylvester is a fee-only financial advisor at Fulcrum Wealth Management in New Milford, Connecticut. Fulcrum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-sylvester/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fulcrum Wealth Management
- **Based in:** New Milford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $192.8M across 741 accounts
- **CRD:** 4562634 (https://adviserinfo.sec.gov/individual/summary/4562634)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2023), Series 66 (2011)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.fulcrumeq.com

## Frequently asked questions

### Is Michael Sylvester a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Fulcrum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Sylvester based?

Michael Sylvester is based in New Milford, Connecticut.

### Is Michael Sylvester registered with the SEC?

Yes. Michael Sylvester is registered as an investment adviser representative in CT (CRD 4562634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fulcrum Wealth Management manage?

Fulcrum Wealth Management reports $192.8M across 741 accounts in assets under management.

### How do I contact Michael Sylvester?

Through Michael's website, www.fulcrumeq.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4562634): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.