Diastole Wealth Management

Diastole Wealth Management at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 8 advisors are listed here; 1 of 8 hold the CFP.
• Its Form ADV reports 13 employees and 273 individual clients, 86 of them high net worth.
• Its average account is about $276,000 (assets it manages divided by its 1,434 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Diastole Wealth Management fees

Diastole Wealth Management 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

Advisors at this firm (8)

• Barbara Buzzelli

• Elizabeth Cook

• Elizabeth Eden

• Eniko Mikle

• Ethan Eden

• Jennifer O'Brien

• Joseph Depatie

  CFP · CFA

• Samson Staff