Firm
Riskin Wealth Management
Newtown, Connecticut
Fee-only
Riskin Wealth Management at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 23 individual clients, 9 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 90 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Newtown, Connecticut |
|---|---|
| Website | riskinwealth.com |
| Phone | (203) 344-5632 |
Riskin Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"0.95% $0 - $1,000,000 (AUM)" source
"$750 - $7,500 Quarterly Fee Range" source
"$750 - $7,500 Quarterly Fee Range" source
"we use an assets under management (AUM) fee model where a management fee is calculated and usually withdrawn from managed accounts on a quarterly basis" source
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 | $20 million |
| Individual clients | 14 |
| High-net-worth clients | 9 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 306161 |