Wells Fargo Advisors
46yrs
Top advisor by experience in Fairfield
9yrs
Based in Fairfield, Connecticut, Adele Goetz is a fiduciary financial advisor with 9 years of industry experience. Adele has been with Fairport Asset Management since 2017. Fairport Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 275 advisors with offices in Fairfield, and one of 257 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1515 Black Rock Turnpike Suite 102, Fairfield, CT 06825
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$229,813
Advisors at the firm2
States licensed ?1 state
Services through Fairport Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersMarket timing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowFairport Asset Management CorpCurrent firm
Contact Adele
(203) 335-0344Fairport Asset Management main office 1515 Black Rock Turnpike Suite 102Fairfield, CT 06825Office · Get directions Firm websiteHTTP://WWW.FAIRPORTSERVICES.COM
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Questions to ask Adele
Tailored to Adele’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adele
How do I contact Adele?
Call Fairport Asset Management at (203) 335-0344 and ask for Adele Goetz. Adele works from the Fairfield, CT office.
How long has Adele been a financial advisor?
Adele has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Adele hold?
Series 65. Tap any license on this page to see what it allows.
Is Adele a fiduciary?
Adele is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adele paid?
Fairport Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Adele for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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