Firm
Rawlings Wealth Management
Glastonbury, Connecticut
Fee-only
Rawlings Wealth Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 41 individual clients, 5 of them high net worth.
- Its average account is about $216,000 (assets it manages divided by its 81 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Glastonbury, Connecticut |
|---|---|
| Website | rawlingswm.com |
| Phone | (860) 430-2167 |
Rawlings Wealth Management fees
Rawlings Wealth Management 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 |
|---|---|
| Assets managed | $17 million |
| Individual clients | 36 |
| High-net-worth clients | 5 |
| Accounts managed | 81 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 14, 2026 |
| SEC record | CRD 171087 |