Firm
August Wealth Advisors
Westport, Connecticut
Fee-only
August Wealth Advisors at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 8 employees and 319 individual clients, 192 of them high net worth.
- Its average account is about $681,000 (assets it manages divided by its 641 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | augustwealthadvisors.com |
| [email protected] | |
| Phone | (800) 985-9477 |
August Wealth Advisors fees
August Wealth Advisors 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 | $437 million |
| Individual clients | 127 |
| High-net-worth clients | 192 |
| Accounts managed | 641 |
| Employees | 8 |
| Planning clients | 0 |
| Registered with | The SEC (801-134820) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 339322 |