Nonesuch Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$0
About
Nonesuch Advisors works primarily with entrepreneurs, small-business owners and principal executives, providing financial planning, investment strategy and start-up/small-business consulting. The firm commonly bundles these services into comprehensive engagements that are billed on fixed annual-fee or hourly arrangements rather than as a percentage of assets.
For investment planning, Nonesuch uses fundamental analysis and modern portfolio concepts to recommend diversified asset allocations that rely largely on mutual funds and ETFs, with attention to cost, asset location and occasional tax-harvesting. The firm does not execute trades or custody client assets, does not provide continuous discretionary portfolio management, and clients implement recommended strategies through custodians or brokers of their choice.
Distinctive features include a very small, specialized client roster (about five clients) whose wealth is often concentrated in operating business interests rather than principally liquid, individual retail assets, and an explicit focus on the intersection of personal and business financial issues (business formation, financing, succession and exit planning). The firm is fee-only (no commissions or percentage‑of‑AUM pricing), does not vote proxies on clients’ behalf, and the principal also maintains a separate operating business while providing advisory services.
Client services
Financial planning
Fee options
Fixed annual fees for ongoing services and fixed fees for limited scope/duration projects
Standard rate $500 per hour, negotiable; minimum engagement size $1,000
Account minimum: $1,000 minimum engagement size for hourly clients Fee-only: Fixed annual fees mutually agreed upon based on scope, size, and complexity; hourly fees at standard $500/hour rate (negotiable)
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:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Main office location
Nonesuch Advisors
Kent CT, United States
Number of offices
1
Forms ADV
Quick links
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