Firm
Wealth Protection Management
Woodbridge, Connecticut
Fee-only
Wealth Protection 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 CFP.
- Its Form ADV reports 1 employee and 8 individual clients, 2 of them high net worth.
- Its average account is about $838,000 (assets it manages divided by its 16 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Woodbridge, Connecticut |
|---|---|
| Website | divorcematters.com |
| Phone | (203) 393-7200 |
Wealth Protection Management fees
Wealth Protection 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 · Hourly |
|---|---|
| Assets managed | $13 million |
| Individual clients | 6 |
| High-net-worth clients | 2 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2024 |
| SEC record | CRD 126072 |