Breachway Investments
West Hartford, Connecticut
Breachway Investments at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 242 individual clients, 41 of them high net worth.
- Its average account is about $373,000 (assets it manages divided by its 442 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | West Hartford, Connecticut |
|---|---|
| Website | breachwayinvestments.com |
| [email protected] | |
| Phone | (860) 709-0909 |
Questions about Breachway Investments
How is Breachway Investments paid?
Breachway Investments's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Breachway Investments have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Breachway Investments.
What is the average account at Breachway Investments?
Breachway Investments's average account is about $373,000. That's the assets on its Form ADV divided by its 442 accounts.
What does Breachway Investments specialize in?
Breachway Investments's advisors and website list retirement planning, small business owners and founders (pre-exit).
Is Breachway Investments accepting new clients?
Yes, according to Breachway Investments's website, checked October 28, 2026.
Breachway Investments fees
Breachway Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee, hourly. 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 | $165 million |
| Individual clients | 201 |
| High-net-worth clients | 41 |
| Accounts managed | 442 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-128891) |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 299102 |