Firm
Greenwich Advisors
Greenwich, Connecticut
Fee-only
Facts
| Based in | Greenwich, Connecticut |
|---|---|
| Website | greenwichadvisors.com |
| Phone | (203) 489-0700 |
Greenwich Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $2,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"our minimum account size is $2,000,000" source
"We frequently work with clients with greater than $10 million in assets" source
"our minimum account size is $2,000,000" source
"We charge our clients a transparent fee based on a percentage of the assets under management." source
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 | $293 million |
| Individual clients | 35 |
| Financial planning | Offered |
| Form ADV filed | July 9, 2026 |
| SEC record | CRD 165892 |