Be advised. This firm is no longer registered.

Wilton Financial Planning, LLC

Wilton Financial Planning, LLC (CRD# 136643) is a financial advisory firm headquartered in Wilton, CT. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wilton Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Frank C. Spencer
CRD#: 5021162
73 Old Ridgefield Road, Wilton, CT 06897

Frank Spencer (CRD# 5021162) is an Investment Advisor Representative working at Wilton Financial Planning, LLC in Wilton, CT and has 1 year of experience in the finance industry. Frank Spencer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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