Weston Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,706,944
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
20
45% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$1,335,347
About
Weston Wealth Advisors, LLC provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and families, managing roughly $27.0 million in discretionary assets for about 20 clients. Services include ongoing portfolio management with written Investment Policy Statements, selection of third‑party managers (including use of the AssetMark platform), and fixed‑fee or hourly financial planning.
The firm generally acts on a discretionary basis, documenting client goals and risk tolerance in an Investment Policy Statement and implementing strategies that include model mutual fund and ETF portfolios, as well as long‑ and short‑term trading informed by charting, fundamental, technical, and cyclical analysis. Weston Wealth also provides implementation for accounts not held in its custody (notably 401(k) accounts and HSAs), using an order management system to pursue tax‑efficient asset location and opportunistic rebalancing.
A distinctive operational feature is that the principal is also a licensed insurance agent who operates an affiliated insurance agency (Weston Wealth Strategies), a relationship disclosed in the brochure and one that can result in commissionable insurance sales. The brochure also discloses fee‑sharing arrangements with third‑party managers, potential business‑development allowances and fee reductions related to the AssetMark platform, the firm’s receipt of soft‑dollar research, and a requirement that clients use the firm’s recommended custodian — all material points to consider relative to many peer independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Wealth management
Tax-loss harvesting
Real estate investing
Fee options
Financial Planning Fixed Fees between $500 and $6,500
$1 - $499,999: 1.25% $500,000 - $999,999: 1.15% $1,000,000 - $1,499,999: 1.00% $1,500,000 - $2,499,999: .95% $2,500,000 - $4,999,999: .90% $5,000,000 - $7,499,999: .85% $7,500,000 - $9,999,999: .80% $10,000,000 - $19,999,999: .72% $20,000,000 - $29,999,999: .70% $30,000,000+: .65%
$300 per hour
Account minimum: $300,000 Fee-only: Financial Planning Fixed Fees $500 to $6,500; Hourly Fees $300/hour
Main office location
Weston Wealth Advisors, LLC
Westport CT, United States
Number of offices
1
Most active in
Weston Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · Louisiana · New York
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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.
Forms ADV
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