Euclid Harding, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,792,416
Total clients
4
75% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$698,104
About
Euclid Harding provides comprehensive and project-based financial planning, ongoing planning services, discretionary portfolio management, and assets-under-advice to individuals, trusts, estates, charitable organizations and business entities. Its planning work includes full financial plans and targeted projects such as bookkeeping and bill payment, debt restructuring, divorce financial planning, illiquid asset management (including closely held business interests), and business advisory support.
The firm applies a strategic asset-allocation approach informed by both fundamental and technical analysis and implements diversified exposure across cash, fixed income, equities, international securities, options, REITs, commodities and alternative vehicles using ETPs, mutual funds, individual securities and private investment vehicles. Accounts are managed on a discretionary basis with periodic reviews, rebalancing, tax-loss harvesting consideration, and tailored client restrictions and behavioral-finance meetings as part of ongoing service.
Euclid Harding’s offering of ERISA 3(21) retirement-plan advisory services — including assistance with investment policy statements, selection and monitoring of plan options, and qualified default investment option guidance — is a comparatively uncommon service among independent peers and signals a pension-consulting capability beyond typical individual wealth management. The firm also discloses that a principal maintains a separate insurance agency, an outside business activity that the firm addresses through disclosure and conflicts-of-interest procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Divorce financial planning
Business exit / sale strategy
Real estate investing
Options & derivatives strategies
Fee options
Comprehensive financial plan fees are flat rates ranging from $2,500 to $20,000; ongoing financial planning fixed annual fees from $6,000 to $40,000 paid quarterly in advance
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.00% annually $3,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.60% annually
Project-based financial planning services hourly rate up to $500/hr
Account minimum: $150,000 Minimum fee: $750 per quarter minimum fee for AUM and AUA services Fee-only: Comprehensive financial planning flat fees range from $2,500 to $20,000; project-based planning fees up to $500/hr; ongoing financial planning fixed annual fees from $6,000 to $40,000 paid quarterly in advance
Main office location
Euclid Harding, LLC
Norwalk CT, United States
Number of offices
1
Most active in
Euclid Harding, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Louisiana
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")