W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Firms/Loretta Nolan Associates LLC

Loretta Nolan Associates LLC

Old Greenwich, Connecticut

Fee-only

Loretta Nolan Associates LLC 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 56 individual clients, 40 of them high net worth.
  • Its average account is about $1.1 million (assets it manages divided by its 126 accounts).

Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut

Facts

Based inOld Greenwich, Connecticut
Email[email protected]
Phone(203) 637-1402

Questions about Loretta Nolan Associates LLC

How many advisors does Loretta Nolan Associates LLC have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Loretta Nolan Associates LLC.

What is the average account at Loretta Nolan Associates LLC?

Loretta Nolan Associates LLC's average account is about $1.1 million. That's the assets on its Form ADV divided by its 126 accounts.

Loretta Nolan Associates LLC fees

Loretta Nolan Associates LLC 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$136 million
Individual clients16
High-net-worth clients40
Accounts managed126
Employees1
Planning clients51-100
Registered withThe SEC (801-133789)
Financial planningOffered
Form ADV filedJanuary 18, 2026
SEC recordCRD 126468

Advisors at this firm (1)

Other fee-only firms in Connecticut

Fee-only advisors in Connecticut