Sonya Ziolkowski
HTG Investment Advisors · New Canaan, Connecticut
Sonya Ziolkowski is a fee-only financial advisor at HTG Investment Advisors in New Canaan, Connecticut. HTG Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Sonya →
Facts
| Firm | HTG Investment Advisors |
|---|---|
| Based in | New Canaan, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.11B across 1,446 accounts |
| SEC registration | Investment adviser representative in CO · CRD 6946191 |
| Exams passed | Series 63 (2019) · Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.htgadvisors.com |
How Sonya's firm compares
- HTG Investment Advisors's average account is about $770,000, from its Form ADV (assets managed divided by 1,446 accounts).
Request an introduction to Sonya
Tell Sonya a little about what you're looking for. Sonya 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 Sonya
Is Sonya Ziolkowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sonya holds no broker registration, and HTG Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sonya charge for financial advice?
Sonya's firm, HTG Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sonya Ziolkowski based?
Sonya Ziolkowski is based in New Canaan, Connecticut.
Is Sonya Ziolkowski registered with the SEC?
Yes. Sonya Ziolkowski is registered as an investment adviser representative in CO (CRD 6946191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HTG Investment Advisors manage?
HTG Investment Advisors reports $1.11B across 1,446 accounts in assets under management.
How do I contact Sonya Ziolkowski?
Through Sonya's website, www.htgadvisors.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.
See something wrong? Request a correction. Read our methodology.