Nonesuch Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning, investment strategy and start-up and small-business consulting for entrepreneurs, small-business owners and their principal executives. Clients are typically business owners or executives — some have more than $1 million in investable assets while others have substantial net worth tied up in business interests — and the firm will, in limited cases, work directly with businesses and trusts.
The firm develops investment plans using fundamental analysis and principles of modern portfolio theory, favoring diversified portfolios built primarily with mutual funds and ETFs and an emphasis on cost and tax-aware asset location. It does not provide ongoing discretionary portfolio management or custody of client assets; recommendations and step‑by‑step trading instructions are provided for clients to implement, and fees are charged on fixed‑fee or hourly bases rather than as a percentage of assets under management.
Noteworthy aspects include a very small client roster and an explicit practice focus on the intersection of personal and business financial issues, including business formation, succession, financing and exit planning handled under fixed engagements or hourly project work. The firm discloses a significant outside business activity — a co‑owned wine business that the principal devotes substantial time to — and describes recordkeeping and scheduling practices intended to mitigate any related conflicts.
Client services
Expertise
Occupation focus
Fee options
Annual fixed-fee mutually agreed based on scope of services; fixed fees billed quarterly in advance; one-time fixed-fees for limited engagements
Standard rate $500 per hour, negotiable; minimum engagement size of $1,000
Account minimum: $1,000 Fee-only: Fixed annual fees based on scope, size, and complexity; hourly rate of $500/hour (negotiable)
Main office
Kent CT
Advisors at this office
1
Most active in
Connecticut · New York
Also doing business as
Nonesuch Advisors · Nonesuch Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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
Quick links
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