Firm
Brae Head
Essex, Connecticut
Fee-only
Brae Head at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 47 individual clients, 22 of them high net worth.
- Its average account is about $915,000 (assets it manages divided by its 99 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Essex, Connecticut |
|---|---|
| Website | braehead.com |
| Phone | (413) 746-3700 |
Brae Head fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $1,000,000 @ 1%" source
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 |
|---|---|
| Assets managed | $91 million |
| Individual clients | 25 |
| High-net-worth clients | 22 |
| Accounts managed | 99 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 129265 |