Firm
Sightline Wealth Advisors
Groton, Connecticut
Fee-only
Sightline Wealth Advisors at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFA.
- Its Form ADV reports 5 employees and 290 individual clients, 118 of them high net worth.
- Its average account is about $389,000 (assets it manages divided by its 910 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Groton, Connecticut |
|---|---|
| Website | sightlinewa.com |
| [email protected] | |
| Phone | (860) 448-0611 |
Sightline Wealth Advisors fees
Sightline Wealth Advisors 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $354 million |
| Individual clients | 172 |
| High-net-worth clients | 118 |
| Accounts managed | 910 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-91168) |
| Financial planning | Offered |
| Form ADV filed | May 14, 2026 |
| SEC record | CRD 176520 |