Riskin Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Riskin Wealth Management provides investment management and a range of financial planning services to individual and high‑net‑worth clients, including one‑time project analyses and ongoing comprehensive planning. The firm also offers held‑away account services and employee benefit plan consulting alongside conventional retirement, cash‑flow, tax, estate, education funding, and student loan advising.
The adviser generally follows passive investment management informed by Modern Portfolio Theory, employing low‑cost index mutual funds and ETFs while also using fundamental and cyclical analysis at the security level. Client relationships are built around individualized investment policy statements and asset‑allocation targets, and the firm can implement discretionary rebalancing and allocation adjustments for held‑away assets such as 401(k)s, 529 plans, and variable annuities.
What distinguishes the firm relative to many peers is its formal affiliation with a public accounting practice, which the firm discloses as a source of integrated tax and accounting expertise and reciprocal client referrals without referral fees. The firm also runs educational seminars and workshops focused on education funding and student‑loan advising and provides employee benefit plan/pension consulting for plan sponsors—services that its disclosure notes are relatively uncommon among independent advisory firms.
Client services
Expertise
Fee options
Project-based financial planning fixed fees ranging from $750 to $5,000 depending on type and complexity
$0 - $500,000: 0.95% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.80% $3,000,000+: 0.70%
$300-$500 per hour with a two-hour minimum
Ongoing comprehensive financial planning with upfront $500 plus $750-$7,500 quarterly
Account minimum: $250,000 Fee-only: Project-based fixed fees ranging from $750 to $5,000 depending on service type and complexity; hourly fees $300-$500 per hour (two-hour minimum); ongoing comprehensive financial planning fees $500 upfront plus $750-$7,500 per quarter
Main office
33 Main Street, Unit 2
Newtown CT 06470
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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