Advisor at Claro Advisors Inc.
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
Claro Advisors Inc.
Location
Southington, CT
Credentials
Series 66
Industry experience
13 years
Paul Litchfield is a financial advisor at Claro Advisors Inc. with 13 years of industry experience. He has been with Claro Advisors since 2017 and previously worked at Ferris Capital from 2013 to 2017. Outside of his advisory role, he serves as a board member for the Miss Massachusetts Scholarship Foundation and the University of Massachusetts Lowell Accounting Advisory Board. Claro Advisors Inc. provides investment advisory, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamentally driven, long-term investment approach, managing portfolios that include mutual funds, ETFs, individual securities, and alternative strategies, while also offering access to digital-asset accounts and private fund investments.
Based on Claro Advisors Inc.
Fixed fees for financial planning (negotiable), estate planning flat fee $500 to $2,500, retirement plan advisory flat fee up to $40,000 annually
$0+: 0.50% to 1.50% annually (negotiable based on factors) $0+: Up to 1.00% annually for retirement plan advisory services $0+: 0.65% annually consulting fee for Financial Institution Consulting Services (based on MSI assets) $0+: Up to 3.00% total blended fee max including Independent Managers
Up to $300 per hour for financial planning/consulting services
Fee-only: Financial planning or consulting services offered hourly up to $300/hour, fixed fees negotiable, annual retainer up to $6,500/year, estate planning flat fee $500 to $2,500
Southington, CT
Connecticut · Massachusetts
Claro Advisors, LLC
2017 - Present (9 years)
Ferris Capital
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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