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Advisorsone,LLC (Newtown)


Advisorsone,LLC is a large advisory firm based in Newtown. It manages $29.79 million of regulatory assets for 182 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Connecticut.

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Advisorsone provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisorsone: assets under management

The assets under management (AUM) of Advisorsone,LLC is $29.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisorsone,LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Newtown

The principal office where Advisorsone,LLC performs its advisory services is located at 153 South Main Street, Newtown, CT 06470, 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 203-270-7700 or by fax 203-270-7707. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.advisorsone.com.


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