In The Money Retirement Planning
Waterford, Connecticut
In The Money Retirement Planning at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients, 3 of them high net worth.
- Its average account is about $89,000 (assets it manages divided by its 12 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Waterford, Connecticut |
|---|---|
| Website | inthemoneyretirement.com |
| [email protected] | |
| Phone | (860) 333-5131 |
Questions about In The Money Retirement Planning
How is In The Money Retirement Planning paid?
In The Money Retirement Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does In The Money Retirement Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at In The Money Retirement Planning.
What is the average account at In The Money Retirement Planning?
In The Money Retirement Planning's average account is about $89,000. That's the assets on its Form ADV divided by its 12 accounts.
What does In The Money Retirement Planning specialize in?
In The Money Retirement Planning's advisors and website list retirement planning, tax planning, estate & legacy planning and small business owners.
In The Money Retirement Planning fees
In The Money Retirement Planning 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 5 |
| High-net-worth clients | 3 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 6, 2026 |
| SEC record | CRD 332715 |
Advisors at this firm (1)
Other fee-only firms in Connecticut
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- 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
- JKG Capital · Westport