Briggs Wealth Management, Inc. at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 132 individual clients, 90 of them high net worth.
- Its average account is about $525,000 (assets it manages divided by its 689 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Glastonbury, Connecticut |
|---|---|
| Website | briggswealthmgmt.com |
| [email protected] | |
| Phone | (860) 633-8988 |
Questions about Briggs Wealth Management, Inc.
How is Briggs Wealth Management, Inc. paid?
Briggs Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Briggs Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Briggs Wealth Management, Inc., and 2 hold the CFP.
What is the average account at Briggs Wealth Management, Inc.?
Briggs Wealth Management, Inc.'s average account is about $525,000. That's the assets on its Form ADV divided by its 689 accounts.
Briggs Wealth Management, Inc. fees
Briggs Wealth Management, Inc. 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 · Fixed fees |
|---|---|
| Assets managed | $362 million |
| Individual clients | 42 |
| High-net-worth clients | 90 |
| Accounts managed | 689 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-66556) |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 125518 |