Stefan Pellish
Sightline Wealth Advisors · Groton, Connecticut
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.
Request an introduction to Stefan →
Specialties
Who they serve
- Retirees
Facts
| Firm | Sightline Wealth Advisors |
|---|---|
| Based in | Groton, Connecticut |
| Fee model | Percentage of assets |
| Assets under management | $354.2M across 910 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2726284 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sightlinewa.com |
How Stefan's firm compares
- Sightline Wealth Advisors's average account is about $389,000, from its Form ADV (assets managed divided by 910 accounts).
Request an introduction to Stefan
Tell Stefan a little about what you're looking for. Stefan 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 Stefan
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.
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
- Sightline Wealth Advisors 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.