# Stefan Pellish

> Stefan Pellish is a fee-only financial advisor at Sightline Wealth Advisors in Groton, Connecticut. Stefan charges a percentage of assets and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/stefan-pellish/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sightline Wealth Advisors
- **Based in:** Groton, Connecticut
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $354.2M across 910 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 2726284 (https://adviserinfo.sec.gov/individual/summary/2726284)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://sightlinewa.com

## Frequently asked questions

### Is Stefan Pellish a fee-only financial advisor?

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

### How does Stefan charge for financial advice?

Stefan charges a percentage of assets.

### Where is Stefan Pellish based?

Stefan Pellish is based in Groton, Connecticut.

### What does Stefan specialize in?

Stefan's specialties include retirement planning. Stefan works with retirees.

### Is Stefan Pellish registered with the SEC?

Yes. Stefan Pellish is registered as an investment adviser representative in CT (CRD 2726284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sightline Wealth Advisors manage?

Sightline Wealth Advisors reports $354.2M across 910 accounts in assets under management.

### How do I contact Stefan Pellish?

Through Stefan's website, sightlinewa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2726284): 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
- The firm's website (https://www.sightlinewealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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