Firm
Founders Capital Management
Hartford, Connecticut
Fee-only
Founders Capital Management 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 5 employees and 217 individual clients, 134 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 538 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Hartford, Connecticut |
|---|---|
| Website | foundcapital.com |
| Phone | (860) 308-0061 |
Founders Capital Management fees
Founders Capital 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $920 million |
| Individual clients | 83 |
| High-net-worth clients | 134 |
| Accounts managed | 538 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-60878) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 118853 |