City Guide

How to Choose a Financial Advisor in WILTON, CT

A data-driven guide based on 50 registered advisors in WILTON
01

Local Market Overview

There are 50 registered financial advisors in WILTON, Connecticut. Approximately 98% report fee-based compensation, while 2% include commission-based compensation. The average firm serving WILTON manages $11.7B in assets.

Registered Advisors
50
In WILTON, CT
Avg Firm AUM
$11.7B
Assets under management
Top Credential
CFA
2 advisors
Most Common Credentials in WILTON
CFA
2 advisors
CFP
1 advisors
Compensation Types Reported
Percentage of AUM
98% of advisors · 49 total
Performance-based fees
70% of advisors · 35 total
Subscription fees
38% of advisors · 19 total
Hourly charges
4% of advisors · 2 total
Commissions
2% of advisors · 1 total
Other: SOLICITOR/REFERRAL FEES
2% of advisors · 1 total
02

What to Look For

Check their credentials
The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.
Understand fee structures
Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Connecticut fee analysis →
Verify their registration
Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.
Ask about account minimums
Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.
Review their Form CRS
The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.
03

Browse Advisors in WILTON

50 advisors in WILTON, CT

Search the full directory of registered financial advisors in WILTON. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse WILTON AdvisorsAll Cities in Connecticut
04

Frequently Asked Questions

How many financial advisors are in WILTON, CT?
There are 50 registered financial advisors in WILTON, Connecticut, according to SEC and FINRA registration data.
What credentials should a financial advisor in WILTON have?
Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning. The most common credential among WILTON advisors is CFA.
Are financial advisors in WILTON required to be fiduciaries?
Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.
What do financial advisors in WILTON charge?
Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.
Guides for Nearby Cities
STAMFORD Guide (246)GREENWICH Guide (197)WESTPORT Guide (100)HARTFORD Guide (90)WEST HARTFORD Guide (82)DARIEN Guide (48)GLASTONBURY Guide (40)FAIRFIELD Guide (36)NORWALK Guide (35)FARMINGTON Guide (30)
Browse WILTON Advisors by Specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
More Research
What Do Financial Advisors Cost in Connecticut? →National Fee Analysis →