Advanced Capital Advisors, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 201 individual clients.
- Its average account is about $861,000 (assets it manages divided by its 201 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Glastonbury, Connecticut |
|---|---|
| Website | advancedcapitaladvisors.com |
| [email protected] | |
| Phone | (860) 633-5559 |
Questions about Advanced Capital Advisors, LLC
How is Advanced Capital Advisors, LLC paid?
Advanced Capital Advisors, LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Advanced Capital Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Advanced Capital Advisors, LLC, and 1 hold the CFP.
What is the average account at Advanced Capital Advisors, LLC?
Advanced Capital Advisors, LLC's average account is about $861,000. That's the assets on its Form ADV divided by its 201 accounts.
Advanced Capital Advisors, LLC fees
Advanced Capital Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $173 million |
| Individual clients | 201 |
| Accounts managed | 201 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 113628 |