Educated Wealth & Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Educated Wealth & Financial, LLC provides fee-only financial planning, investment management, and consulting primarily to individuals, high‑net‑worth individuals, trusts, estates, and small businesses. The firm delivers written comprehensive financial plans and ongoing portfolio supervision and states it does not accept commissions for product sales.
EWF’s investment approach combines charting, fundamental analysis, and behavioral finance, generally favoring longer‑term holding periods while retaining the ability to trade more actively when circumstances warrant. The firm offers asset‑based investment management on both discretionary and non‑discretionary bases and also provides hourly financial planning (including an hourly rate and a capped fee for standard plans), with client assets held at independent custodians.
Noteworthy items in the brochure include that, as of the stated date, EWF reported no assets under management and is operated by a single management person who conducts monthly account reviews, a comparatively small operational profile for an adviser in the investment‑manager category. The brochure also discloses that EWF does not participate in wrap fee programs, does not aggregate block trades for multiple clients, may have limited custody in specific trustee/POA situations, and notes a spouse’s employment at J.P. Morgan Chase as a disclosed relationship.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Charitable giving & philanthropy
Fee options
Financial planning fees capped at $3,500 for standard complete plans
$0 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
$200 per hour for financial planning services
Account minimum: $500,000 Fee-only: Investment management fees based on asset tiers and hourly fees for financial planning
Main office location
Educated Wealth & Financial, LLC
Westport CT, United States
Number of offices
1
Most active in
Educated Wealth & Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
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.
Forms ADV
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