Transparency is part of good advising. Below are the questions we hear most often about who we are, how we work, what we charge, and how to begin.
5th Street Advisors is an independent, fiduciary wealth management firm based in Southport, Connecticut. Since 2006, we have helped individuals, families, and business owners navigate financial complexity through thoughtful planning, disciplined investment management, and a long-term partnership designed to last across decades.
We are headquartered in Southport, Connecticut and serve clients throughout the greater New York City area and across the United States.
Yes. We are an independent registered investment adviser operating under a fiduciary standard. This means we are legally and ethically obligated to place our clients' interests above our own in every recommendation we make.
5th Street Advisors was founded in 2006. Many of our client relationships have grown alongside the firm, some now spanning two generations of the same family.
We work with high-earning professionals, families, small business owners, and people approaching or in retirement. Our clients tend to be people seeking a deeply personal advisory relationship — one focused on the whole financial life, not on individual products or transactions.
We work best with clients whose financial lives have reached enough complexity that comprehensive, coordinated advice meaningfully improves outcomes. Rather than publish a strict minimum, we have an honest conversation up front about whether we're the right fit.
Every client has direct, ongoing access to a senior advisor. We meet regularly, typically several times a year, and communicate as often as needed in between.
We differentiate through relationship depth, emotional intelligence, and intentional planning rather than performance claims or product breadth. We begin every relationship by understanding your life and values, not your portfolio. As a fully independent fiduciary, we have no proprietary products and no conflicts of interest.
We are a fee-only firm. We are compensated directly by the clients we serve typically as a percentage of assets under management with no commissions, no product-based incentives, and no hidden fees.
It matters because incentives shape advice. Commission-based advisors are paid when products are sold; their economic interest is tied to transactions, not outcomes. Fee-only advisors are paid by the client and only the client which aligns the firm's interests with yours throughout the relationship.
We offer comprehensive wealth management, investment management, retirement planning, tax strategy, legacy and estate coordination, and 401(k) and pension advisory.
No. We are not a CPA firm or a law firm. We work alongside your existing accountant and estate attorney, coordinating closely with them so that every piece of your financial life is aligned.
Our investment philosophy is disciplined and evidence-based. We focus on what we can control — cost, diversification, tax efficiency, and the behavioral discipline to stay invested across long stretches of road.
Every relationship begins with an introductory conversation, a chance for us to understand your situation, share how we work, and determine together whether we're the right fit for the road ahead.
Nothing more than yourself. The first call is exploratory and conversational. We don't ask for account statements, tax returns, or detailed financial information at this stage.
If both sides feel there's a good fit, we move into a discovery process — a more detailed review of your current financial picture, goals, and priorities. From there, we develop a plan and an investment approach tailored to your situation.
Every meaningful partnership begins with a single, honest conversation, the first step of a long road traveled together.
Financial planning and wealth management for the life you're building. An independent, fiduciary firm in Southport, Connecticut, walking alongside individuals, families, and business owners.
