Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$362,848,230
Total clients
451
27% high-net worth
Total advisors
5
of 17 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
90
Average account size
$804,542
Financial planning fees range from $1,000 to $5,000 depending on complexity for one-time plans; ongoing financial planning fees billed monthly as agreed.
Negotiable up to 2.0% annually (based on assets under management and other factors)
Account minimum: No stated minimum for starting or maintaining an investment advisory relationship; however, specific program minimums apply (e.g., $5,000 minimum for Guided Wealth Portfolios, $1,000 minimum for Optimum Market Portfolios) Fee-only: Investment advisory fees negotiable up to 2.0% annually of assets under management; LPL program fees apply separately for certain programs.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
Warner Wealth
869 Boston Post Road
Madison CT 06443, United States
Number of offices
3
Series 63, Series 65
Lockport, NY
Warner Wealth
CFP®, Series 66
Madison, CT
Warner Wealth
Series 66
Madison, CT
Warner Wealth
CFP®, ChFC®, Series 63, Series 65
Madison, CT
Warner Wealth
Series 66
Madison, CT
Warner Wealth
Series 63, Series 65
Madison, CT
Warner Wealth
Series 66
Madison, CT
Warner Wealth
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