Advisor at RidgePoint Wealth Advisors 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
RidgePoint Wealth Advisors LLC
Location
Tolland, CT
Credentials
CFP®, Series 65
Industry experience
12 years
William Pfeiffer is a CFP® professional with 12 years of industry experience. He is the sole advisor at RidgePoint Wealth Advisors LLC, having previously worked at Connecticut Wealth Management and New England Guild Wealth Advisors. RidgePoint Wealth Advisors LLC is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach based on modern portfolio theory, using mutual funds, ETFs, equities, and fixed-income securities, and emphasizes documented client risk tolerance and fiduciary standards.
Fixed fee of $2,500 for creating client financial plans.
$0 - $300,000: 1.25% $300,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - AND UP: 0.25%
Minimum fee: Negotiated fixed rate for portfolio management of money market or cash equivalents portfolios is between $1,000 and $2,000.
Tolland, CT
Connecticut
RidgePoint Wealth Advisors LLC
2023 - Present (3 years)
Connecticut Wealth Management
2022 - 2023 (1 year)
New England Guild Wealth Advisors
2012 - 2022 (10 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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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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