New England Capital Financial Advisors

New England Capital Financial Advisors at a glance

• One of 144 fee-only firms based in Connecticut in the Wellspent graph.
• 6 advisors are listed here; 5 of 6 hold the CFP.
• Its Form ADV reports 12 employees and 1,193 individual clients, 176 of them high net worth.
• Its average account is about $246,000 (assets it manages divided by its 3,121 accounts).

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

Facts

New England Capital Financial Advisors fees

New England Capital Financial Advisors 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

Advisors at this firm (6)

• Ann Marie Ocone

  CFP

• Christopher Beale

  CFP

• Christopher Lee

  CFP

• Darren Tapley

• Liam Wallace

  CFP

• Matthew Carreras

  CFP