Firm
WJ Financial Advisors
Killingworth, Connecticut
Fee-only
WJ Financial Advisors at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFA.
- Its Form ADV reports 3 employees and 272 individual clients, 71 of them high net worth.
- Its average account is about $297,000 (assets it manages divided by its 684 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Killingworth, Connecticut |
|---|---|
| Website | wjadvisors.com |
| Phone | (860) 663-3646 |
WJ Financial Advisors fees
WJ 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $203 million |
| Individual clients | 201 |
| High-net-worth clients | 71 |
| Accounts managed | 684 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-121886) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 142761 |