Stephen Norton is a registered investment advisor at Saybrook Wealth Group, INC., based in Old Saybrook, CT, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 298 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable at a lower rate based on various criteria.
Fee Estimator
Location
288 Main Street, Old Saybrook, CT, 06475
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen owns rental real estate through an LLC and spends minimal time on it. He also owns Ableplanning.com, an online website providing special needs planning services, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Saybrook Wealth Group, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
Essex National Securities, INC.Broker
Allmerica Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.