Advisor at Farmingbury Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Farmingbury Financial Services, LLC
Location
Wolcott, CT 06716
Credentials
Series 63
Industry experience
26 years
Aaron Schroeder is the sole advisor at Farmingbury Financial Services, LLC in Wolcott, CT. He holds a Series 63 designation and has 26 years of industry experience, having worked at Farmingbury Financial Services since 1990. In addition to his advisory role, he is a Connecticut licensed insurance producer. Farmingbury Financial Services provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm follows an efficient market philosophy using Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing, and often refers clients to third-party advisers while maintaining primarily non-discretionary oversight.
Based on Farmingbury Financial Services, LLC
Based on Farmingbury Financial Services, LLC
Fixed fees typically ranging from $500 to $2,500, negotiable
0.25% to 1.25% annually (negotiable, charged quarterly in advance)
$150 to $250 per hour, negotiable
Fee-only: Fixed fees typically from $500 to $2,500; hourly rates from $150 to $250 per hour (both negotiable)
724 Wolcott Road, P.O. Box 6155
Wolcott, CT 06716
Connecticut
Farmingbury Financial Services, LLC
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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