Seth Tutlis
Seneca Wealth Advisors · Westport, Connecticut
Seth Tutlis is a fee-only financial advisor at Seneca Wealth Advisors in Westport, Connecticut, who holds the CFA credential. Seneca Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Seth →
Facts
| Firm | Seneca Wealth Advisors |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.3M across 2 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, NC · CRD 3051813 |
| Exams passed | Series 63 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Seth's firm compares
- Seneca Wealth Advisors's average account is about $673,000, from its Form ADV (assets managed divided by 2 accounts).
Request an introduction to Seth
Tell Seth a little about what you're looking for. Seth 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 Seth
Is Seth Tutlis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Seth holds no broker registration, and Seneca Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Seth charge for financial advice?
Seth's firm, Seneca Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Seth Tutlis based?
Seth Tutlis is based in Westport, Connecticut.
What credentials does Seth Tutlis hold?
Seth Tutlis holds the CFA credential.
Is Seth Tutlis registered with the SEC?
Yes. Seth Tutlis is registered as an investment adviser representative in CT and NC (CRD 3051813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seneca Wealth Advisors manage?
Seneca Wealth Advisors reports $1.3M across 2 accounts in assets under management.
How do I contact Seth Tutlis?
Contact details aren't on file yet. Search for Seneca Wealth Advisors.
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.
See something wrong? Request a correction. Read our methodology.