Firm
LCR Wealth Management
Westport, Connecticut
Fee-only
LCR Wealth Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 73 individual clients, 43 of them high net worth.
- Its average account is about $812,000 (assets it manages divided by its 187 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Westport, Connecticut |
|---|---|
| Website | lcrwealth.com |
| Phone | (203) 780-2272 |
LCR Wealth Management fees
LCR Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $152 million |
| Individual clients | 30 |
| High-net-worth clients | 43 |
| Accounts managed | 187 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121653) |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 313013 |