Firm
AdviceOne
Glastonbury, Connecticut
Fee-only
AdviceOne at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 13 advisors are listed here; 7 of 13 hold the CFP.
- Its Form ADV reports 56 employees and 1,449 individual clients, 783 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 4,781 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Glastonbury, Connecticut |
|---|---|
| Website | adviceoneretirement.com |
| Phone | (860) 659-4900 |
AdviceOne fees
AdviceOne 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 · Fixed fees |
|---|---|
| Assets managed | $2.0 billion |
| Individual clients | 666 |
| High-net-worth clients | 783 |
| Accounts managed | 4,781 |
| Employees | 56 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-62125) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 111614 |