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Connecticut Five Star award winner

PROFESSIONAL PROFILE

Glenn Hottin, CFP®, AIF®

Wealth Management Advisers, LLC
56 W Main St
Milford, CT 06460
Office: 203-836-8506 Ext 701
glenn@wmadvisersllc.com
www.wmadvisersllc.com

Professional Approach

With more than 25 years of experience in the financial planning and advisory field Glenn believes strongly in providing unbiased, independent advice to his clients. His firm provides comprehensive financial planning and wealth management services to its individual clients while also specializing in qualified retirement plan services for small to mid-sized companies.

Glenn started his career in 1992 with American Express Financial Advisors (now Ameriprise). In 1997 he established his own firm, M&H Advisors, LLC, a fully independent advisory firm with a purpose of providing a higher level of objectivity to his clients.  

in 2013 Glenn joined Wealth Management Advisers, LLC, a registered investment advisory firm with a strong focus on serving the qualified retirement plan market.  As an Accredited Investment Fiduciary(AIF) Glenn is well versed in the subject of fiduciary responsibility and is able to assist business owners and sponsors of qualified retirement plans in evaluating their programs relative to industry and Department of Labor standards.  

This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/18/2019 through 09/27/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3147 Connecticut-area wealth managers were considered for the award; 289 (9% of candidates) were named 2019 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2018: 3178, 293, 9%, 11/1/18, 2/15/18 - 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 - 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 - 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 - 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 - 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 - 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 - 9/10/11.
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Investment Advisory Services offered through Wealth Management Advisers, LLC, a Registered Investment Advisor.

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.