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HT Partners LLC

Updated today

Client assets under management

$541,499,696

Clients

115

42% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

23

Very Low

Average account size

$4,708,693

About

HT Partners provides fee-based wealth management, portfolio management, and financial planning primarily for family offices, ultra-high-net-worth and high-net-worth individuals, and related entities. Like many team firms, it charges percentage-of-AUM advisory fees and delivers ongoing portfolio management and coordinated financial planning services.

The firm emphasizes customized investment programs guided by an Investment Policy Statement and asset-allocation approach that can include ETFs, mutual funds, alternatives, and illiquid direct investments or special assets when suitable for the client. HT Partners also offers structured Strategic Wealth Alignment Planning and multifamily office support, coordinating with outside legal, accounting, and risk-management professionals while managing accounts on both discretionary and non-discretionary bases.

What distinguishes HT Partners from many peers is its mix of affiliated and fiduciary relationships: a principal operates an affiliated accounting firm and the firm routinely accepts trustee, executor, and private-trustee appointments and maintains relationships with trust companies that issue separate trust account statements. The firm has a disclosed regulatory history—settling with the SEC in 2016 related to inaccurate performance data from a former signal provider, including a cease-and-desist order and a $100,000 penalty—and it addresses potential conflicts through separate written agreements, disclosures, and custodial/reporting safeguards.

Client services

Financial planning Portfolio management
Multifamily office advisory; financial consulting

Expertise

Wealth management Business succession planning Trust structures (GRAT, IDGT, revocable) Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Strategic Wealth Alignment Planning fees range from $25,000 to $50,000 annually, potentially higher based on client complexity; non-advisory services fees are separately negotiated.

Percentage

$0+: 0.42% to 1.25% annually (varies based on service level and special assets) $0+: Up to 1.25% annually for special asset management (additional to other portfolio fees, negotiable)

Other

Fee-only: Annual fee typically ranging from 0.42% to 1.25% of assets under management, plus fixed fees for strategic wealth alignment planning ($25,000 to $50,000 or higher) and negotiated fees for non-advisory services.

Main office location

HT Partners LLC

6 Main Street, Suite 312

Centerbrook CT 06409, United States

Number of offices

1

Most active in

Connecticut · Delaware · Florida · Massachusetts · New Hampshire · New York · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Austin V

Series 65

Centerbrook, CT

HT Partners LLC

Austin Van Winkle is a financial advisor at HT Partners LLC with seven years of industry experience. He holds a Series 65 credential and has been with HT Partners since 2018. Prior to his advisory career, he worked in education full-time for 16 years and also has experience managing a pizza business. Outside of his advisory role, he co-owns a property management company that handles tenant relations and maintenance. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm offers consolidated wealth management, portfolio management, financial planning, and multifamily-office services, emphasizing diversified asset allocation and coordinated fiduciary support.

Wealth management Business succession planning Trust structures (GRAT, IDGT, revocable) Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
user avatar

Christopher K

Series 65

Centerbrook, CT

HT Partners LLC

Christopher Koehm is a financial advisor with HT Partners LLC in Centerbrook, CT, holding a Series 65 credential and 17 years of industry experience. He has worked at Essex Insurance Group LLC since 2008 and operates a CPA firm offering accounting and tax services. Koehm’s background also includes management responsibilities at Essex Insurance Group. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The five-advisor team manages approximately $503 million across about 113 client relationships, providing consolidated wealth management, portfolio management, financial planning, and multifamily-office services.

Wealth management Business succession planning Trust structures (GRAT, IDGT, revocable) Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
user avatar

Jack W

Series 65

Centerbrook, CT

HT Partners LLC

Jack Wheeler is a financial advisor at HT Partners LLC with a Series 65 designation and four years of industry experience. Prior to joining HT Partners in 2021, he worked at InstaCart from 2020 to 2021. Outside of finance, his background includes roles in education and local government in East Lyme, CT. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm manages approximately $503 million across about 113 client relationships, offering comprehensive wealth management, portfolio management, and multifamily-office services with a focus on diversified asset allocation and fiduciary offerings.

Wealth management Business succession planning Trust structures (GRAT, IDGT, revocable) Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
user avatar

Peter D

Series 63, Series 65

Centerbrook, CT

HT Partners LLC

Peter Decker is a financial advisor with HT Partners LLC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He is also the director and owner of Essex Insurance Group, Inc., an insurance agency based in Centerbrook, CT. Decker has been involved with HT Partners and related entities since 2008. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm manages approximately $503 million across 113 client relationships, providing wealth management, portfolio management, financial planning, and multifamily-office services with a focus on diversified asset allocation and expanded fiduciary offerings.

Wealth management Business succession planning Trust structures (GRAT, IDGT, revocable) Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
user avatar

Devin B

CFP®, Series 66

Centerbrook, CT

HT Partners LLC

Devin Bourque is a CFP® with 12 years of industry experience and has been with HT Partners LLC since 2013. He serves as Director and Vice President of Essex Insurance Group, Inc., an independent insurance agency. HT Partners is a fee-based advisory firm serving family offices, ultra-high-net-worth and high-net-worth individuals, trusts, estates, and select institutional clients. The firm provides wealth management, portfolio management, financial planning, and multifamily-office services, emphasizing diversified asset allocation and coordinating with third-party legal, tax, and family governance specialists.

Wealth management Business succession planning Trust structures (GRAT, IDGT, revocable) Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive
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