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WALDO.AI, INC.

Financial Advisor serving New Haven, Connecticut · 1 of 6 financial advisors in the area

📍 470 JAMES ST. SUITE 007, NEW HAVEN, CT 06513
📞 (203) 722-••••
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📍 470 JAMES ST. SUITE 007, NEW HAVEN, CT 06513

About WALDO.AI, INC.

WALDO.AI, INC. is a financial advisor located in New Haven, Connecticut. As a local financial advisor, they serve New Haven and surrounding communities in Connecticut. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in New Haven should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Connecticut securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in New Haven

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in New Haven may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in New Haven

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in New Haven?
Financial Advisors in New Haven typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in New Haven?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 6 financial advisors in New Haven to choose from.
Does WALDO.AI, INC. offer free quotes?
Contact WALDO.AI, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in New Haven

LADD CAPITAL MANAGEMENT LLC

110 WHITNEY AVE, NEW HAVEN, CT 06510

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

ONE COLUMBUS PLAZA, NEW HAVEN, CT 06510

KREITLER FINANCIAL LLC

265 CHURCH STREET, NEW HAVEN, CT 06510

GREAT MOUNTAIN PARTNERS

157 CHURCH STREET, NEW HAVEN, CT 06510

PLOOTUS

470, NEW HAVEN, CT 06513