D
Dennis Glynn, CPA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,702,089
Total clients
95
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
95
Average account size
$460,022
About
The firm provides personalized financial planning and ongoing portfolio management to individual investors and participants in employer-sponsored SIMPLE IRA plans. It also offers Simple-IRA plan administration and consulting services for small businesses that sponsor those plans.
Portfolios are managed on a discretionary, fee-only basis and are constructed using individual stocks, mutual funds, exchange-traded funds, corporate bonds and occasionally options, with security selection guided by fundamental analysis and strategic asset allocation. The firm documents client investment objectives in written investment policy statements and executes trades through a recommended custodian while monitoring accounts regularly.
The firm is affiliated with a separate accounting practice and shares offices, clients and personnel with that CPA firm, allowing coordination of tax and investment services for overlapping clients. Its combination of active tax/accounting activity, Simple-IRA plan administration for employer clients, and a solo advisory practice is an atypical mix of services for an independent, single-advisor firm.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Income planning
General tax planning
Fee options
$0 - $40,000: 1% annually or $300 minimum annual fee $40,000 - $200,000: 0.25% quarterly $200,001 - $500,000: 0.20% quarterly $500,001+: 0.15% quarterly
$200 per hour for financial planning and consulting services
Minimum fee: Minimum annual fee of $300 Fee-only: Financial planning and consulting services at $200 per hour
Main office location
Dennis Glynn, CPA
2080 Silas Deane Highway, Suite 304
Rocky Hill CT 06067, United States
Number of offices
1
Most active in
Dennis Glynn, CPA has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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