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Carol J. Burton, Cfp Tm (Westport)


Carol J. Burton, Cfp Tm is a large advisory firm based in Westport. It manages $48.51 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Connecticut and New York.




Carol J. Burton, Cfp Tm provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carol J. Burton, Cfp Tm: assets under management

The assets under management (AUM) of Carol J. Burton, Cfp Tm is $48.51 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.66 million in discretionary accounts and $29.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $933.01 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $932.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carol J. Burton, Cfp Tm for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Carol J. Burton, Cfp Tm performs its advisory services is located at 9 Wake Robin Rd, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-227-5077 or by fax 203-454-8890. The normal business hours are 9am-5pm on Monday - Friday.


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