Jared Costigan is a CFP-designated registered investment advisor at Slp Wealth, based in West Hartford, CT, with 4 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you want SLP Wealth to manage your investments, you'll pay a fee based on the value of your portfolio, starting at 0.75% per year. If SLP Wealth hires another firm to help manage your investments, you may pay an additional fee up to 0.12% per year on the portion of your account managed by that other firm. This fee is in addition to a monthly financial planning fee that ranges from $199 to $834 per month, unless you have at least $1,000,000 under SLP Wealth's management, in which case the monthly financial planning fee is waived.
Location
West Hartford, CT
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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.
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Jared works as a student loan consultant for Student Loan Planner since August 2023. This takes about half of his time.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Wealthspire Advisors
Wealthspire Advisors
State Registrations2 states
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