Advisor at WJ Financial Advisors, LLC
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Firm
WJ Financial Advisors, LLC
Location
Killingworth, CT 06419
Credentials
Series 65
Industry experience
2 years
Brandon La Chance is a Series 65-licensed financial advisor with two years of industry experience. He is currently with WJ Financial Advisors, LLC and previously worked at Johnson Brunetti and American Ladders and Scaffolds, Inc. WJ Financial Advisors is a fee-only firm providing discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and qualified retirement plans. The firm emphasizes asset allocation using low-cost passive index funds, with some accounts employing more active strategies including options and derivatives.
Based on WJ Financial Advisors, LLC
Based on WJ Financial Advisors, LLC
Fixed fees range from $1,500 to $15,000 depending on the complexity of the engagement
Hourly fees range from $125 to $375 per hour
Fee-only: Combined Investment Management/Financial Planning Services fees up to 1.25% annually, negotiable; hourly fees $125 to $375 per hour; fixed fees $1,500 to $15,000 depending on complexity; ongoing fees charged quarterly based on client's circumstances
255 Route 80, Suite 201
Killingworth, CT 06419
Connecticut
WJ Financial Advisors, LLC
2023 - Present (3 years)
Johnson Brunetti
2021 - 2023 (2 years)
American Ladders and Scaffolds, Inc.
2020 - 2021 (1 year)
UnEmployed
2020 - 2020 (1 year)
Johnson Brunetti
2019 - 2020 (1 year)
Town of East Hampton
2017 - 2019 (2 years)
East Hampton Public Schools
2017 - 2019 (2 years)
FULL TIME STUDENT
2004 - 2021 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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