Michael Sylvester
Fulcrum Wealth Management · New Milford, Connecticut
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.
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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 | $192.8M across 741 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4562634 |
| Exams passed | Series 63 (2023) · Series 66 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.fulcrumeq.com |
| Profile |
How Michael's firm compares
- Fulcrum Wealth Management's average account is about $260,000, from its Form ADV (assets managed divided by 741 accounts).
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Questions about Michael
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.
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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