HTG Investment Advisors Inc.
New Canaan, Connecticut
HTG Investment Advisors Inc. at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 12 advisors are listed here; 4 of 12 hold the CFP.
- Its Form ADV reports 13 employees and 377 individual clients, 248 of them high net worth.
- Its average account is about $770,000 (assets it manages divided by its 1,446 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | New Canaan, Connecticut |
|---|---|
| Website | htgadvisors.com |
| [email protected] | |
| Phone | (203) 972-8262 |
Questions about HTG Investment Advisors Inc.
How much does HTG Investment Advisors Inc. charge?
HTG Investment Advisors Inc. publishes these prices: ongoing planning: from $3,000 a year; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does HTG Investment Advisors Inc. have an account minimum?
Yes. HTG Investment Advisors Inc. states an account minimum of $2,000,000. We found this on its website, checked October 28, 2026.
How is HTG Investment Advisors Inc. paid?
HTG Investment Advisors Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does HTG Investment Advisors Inc. have in the Wellspent public graph?
The Wellspent public graph lists 12 advisors at HTG Investment Advisors Inc., and 4 hold the CFP.
What is the average account at HTG Investment Advisors Inc.?
HTG Investment Advisors Inc.'s average account is about $770,000. That's the assets on its Form ADV divided by its 1,446 accounts.
What does HTG Investment Advisors Inc. specialize in?
HTG Investment Advisors Inc.'s advisors and website list retirement planning, divorce financial planning, equity compensation and estate & legacy planning.
Is HTG Investment Advisors Inc. accepting new clients?
Yes, according to HTG Investment Advisors Inc.'s website, checked October 28, 2026.
HTG Investment Advisors Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$3,000 Annual Fixed Fee" source
"First $2 million 0.75%" source
"HTG Advisors generally works with clients who have a minimum of $2 million in assets under management." source
"An additional fee is based on the assets we manage for you. The percentage begins at 0.75% and declines at higher asset levels." 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 · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 129 |
| High-net-worth clients | 248 |
| Accounts managed | 1,446 |
| Employees | 13 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-55553) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 108614 |
Advisors at this firm (12)
Other fee-only firms in Connecticut
- In The Money Retirement Planning · Waterford
- Infinity Financial Strategies, LLC · North Granby
- Integra Global Advisors · Stamford
- Investmark Advisory Group · Shelton
- Iron Path Wealth Management, Inc. · Sandy Hook
- Jackson, Grant · Stamford
- JC Capital Advisors Group · Stamford
- Jeffrey N. Mehler, CFP LLC · Essex