Firm
Dunbar Associates
Monroe, Connecticut
Fee-only
Dunbar Associates 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 3 employees and 204 individual clients, 101 of them high net worth.
- Its average account is about $986,000 (assets it manages divided by its 312 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Monroe, Connecticut |
|---|---|
| Website | dunbarassociatesllc.com |
| Phone | (203) 880-5716 |
Dunbar Associates fees
Dunbar Associates 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 |
|---|---|
| Assets managed | $307 million |
| Individual clients | 103 |
| High-net-worth clients | 101 |
| Accounts managed | 312 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-126791) |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 323134 |