Advisor at Saybrook Wealth Group, 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
Saybrook Wealth Group, Inc.
Location
Old Saybrook, CT 06475
Credentials
Series 63, Series 66
Industry experience
34 years
Stephen Norton is a financial advisor at Saybrook Wealth Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2007 to 2021. Norton is also the owner of AblePlanning.com, an online service providing special needs planning resources to families and individuals. Saybrook Wealth Group offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans. The firm uses goal-based planning software to tailor portfolios and conducts both discretionary and non-discretionary management, drawing on research from Raymond James and other sources.
Based on Saybrook Wealth Group, Inc.
Based on Saybrook Wealth Group, Inc.
Fixed fees ranging from $500 to $10,000 for financial planning and consulting services; retirement plan consulting fees up to $2,500 per annum
1.00% annually (subject to negotiation)
Certain Supervised Persons offer insurance products on a separate commission basis
Hourly fees from $200 to $350 depending on service complexity and professional
Fee-only: Fixed fees ranging from $500 to $10,000; hourly fees ranging from $200 to $350
288 Main Street
Old Saybrook, CT 06475
Connecticut
Saybrook Wealth Group, Inc.
2022 - Present (4 years)
Raymond James Financial
2009 - 2021 (12 years)
Raymond James Financial Services
2007 - 2021 (14 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.
CFA®, Series 63, Series 65
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In the Money Retirement Planning Limited Liability Company
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