Want a financial advisor CRM that books planning meetings? Riverbend Wealth Partners is a sample financial advisor in Hartford whose site sends every request into a simple admin CRM, so nothing sits unanswered.
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Greater Hartford · Fee-only fiduciary advice
A retirement plan you can actually read
Riverbend helps teachers, engineers, and insurance-industry families around Hartford turn scattered 401(k)s, IRAs, and pensions into one clear plan. We are paid only by you, never by commissions. This is a demo, not a real financial advisory firm.
A quick what-if. Your advisor runs the full plan with taxes, Social Security, and inflation.
Hypothetical illustration only. Not a guarantee of future returns.
Why Riverbend
Every client gets one lead advisor and one written plan, updated each year. We meet in our office on Pearl Street, at your kitchen table in West Hartford or Glastonbury, or on video.
Services
When you can retire, how much you can spend, and which accounts to draw from first.
Consolidate old employer plans from Travelers, Aetna, The Hartford, Pratt & Whitney, and more.
Low-cost, diversified portfolios rebalanced to your risk profile.
Roth conversions, RMD planning, and coordination with your CPA.
CHET 529 strategy and financial-aid timing for growing families.
Beneficiary reviews and hand-offs to your estate attorney.
Fees
| Service | How it's billed | Fee |
|---|---|---|
| Intro meeting (45 minutes) | Free, no obligation | $0 |
| One-time financial plan | Flat fee, delivered in 3 weeks | $2,400 |
| Ongoing planning, assets under $500k | Monthly subscription | $225 / month |
| Investment management, first $1M | Billed quarterly on assets | 0.85% / year |
| Investment management, $1M–$3M | Billed quarterly on assets | 0.60% / year |
| Investment management, above $3M | Billed quarterly on assets | 0.40% / year |
Fees are for illustration only. A real firm would link its Form ADV Part 2A and Form CRS here.
Moving your accounts
Most new clients have accounts at three or four places. We open accounts in your name at our custodian, file the transfer requests, and track every one until it lands. You see each step in your client portal.
| Account | Timing |
|---|---|
| Brokerage (ACATS) | 5–7 business days |
| Traditional or Roth IRA | 5–10 business days |
| Old 401(k) / 403(b) | 2–4 weeks |
| Annuity or CD at a bank | At maturity or surrender |
We reimburse outgoing transfer fees from your old firm, up to $150 per account.
Advisors
Founder. 19 years in retirement income planning, former insurance-company actuary.
Lead advisor for teachers and state employees. Knows the CT pension inside out.
Enrolled agent. Roth conversions, RMDs, and tax-loss harvesting.
“Four old 401(k)s became one portfolio in under a month. I finally know what I own.”
— Dana, West Hartford“Elena showed us we could retire two years earlier than we thought, with the math to back it up.”
— Rob & Kim, Glastonbury“Flat-fee plan, no product pitch. That alone was worth the call.”
— Anil, FarmingtonFAQ
No minimum for planning. Investment management typically starts around $250,000, but we'll tell you honestly if a flat-fee plan fits better.
Your accounts stay in your name at an independent custodian. We can manage them but never withdraw funds to ourselves.
Recent statements, your last tax return, and any pension or Social Security estimates. Rough numbers are fine.
Transfers and direct rollovers between like accounts are not taxable. We review cost basis before selling anything.
Behind the website
This example comes with a working admin CRM demo. Send a test request, then open the admin to schedule the intro meeting, track the account transfer and risk profile, send a planning proposal, and invoice the plan. Test requests use made-up details and stay in this browser.
Bring your questions and a rough idea of your accounts. You'll leave with two or three concrete next steps, whether or not you hire us.