Radford Brogden
Compass Wealth Management · Guilford, Connecticut
Radford Brogden is a fee-only financial advisor at Compass Wealth Management in Guilford, Connecticut, who holds the CFP credential. Radford focuses on tax planning and small business owners. Compass Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Radford →
Specialties
Who they serve
- Retirees
Facts
| Firm | Compass Wealth Management |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $682.5M across 931 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, UT, VA · CRD 5335401 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | compasswealthmanagement.com |
| Profile |
How Radford's firm compares
- Compass Wealth Management's average account is about $733,000, from its Form ADV (assets managed divided by 931 accounts).
Request an introduction to Radford
Tell Radford a little about what you're looking for. Radford isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Radford
Is Radford Brogden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Radford holds no broker registration, and Compass Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Radford charge for financial advice?
Radford's firm, Compass Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Radford Brogden based?
Radford Brogden is based in Guilford, Connecticut.
What does Radford specialize in?
Radford's specialties include tax planning and small business owners. Radford works with retirees.
What credentials does Radford Brogden hold?
Radford Brogden holds the CFP credential.
Is Radford Brogden registered with the SEC?
Yes. Radford Brogden is registered as an investment adviser representative in CT, UT and VA (CRD 5335401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Wealth Management manage?
Compass Wealth Management reports $682.5M across 931 accounts in assets under management.
How do I contact Radford Brogden?
Through Radford's website, compasswealthmanagement.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
- Compass Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.