# Financial advisors for executives in Connecticut > For executives in Connecticut, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Stephen Lupkas of myFinancialPro, Robert Leahy of MFC Portfolios and Patricia Kane of Kane Financial Planning, LLC. Page: https://find.wellspent.co/audiences/executives/connecticut/ 37 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to as an executive in Connecticut? For executives in Connecticut, talk to a fee-only planner who understands deferred compensation, equity grants, and insider trading limits. Most of your wealth may be tied to one employer, so the plan has to work if that changes. Records to start with include Stephen Lupkas of myFinancialPro, Robert Leahy of MFC Portfolios and Patricia Kane of Kane Financial Planning, LLC. - [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas/), myFinancialPro, Shelton. Holds the CFP. Fees on file: percentage of assets, hourly. - [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy/), MFC Portfolios, Darien. Holds the CFP. Fees on file: hourly. - [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane/), Kane Financial Planning, LLC, Avon. Holds the CFP. Fees on file: percentage of assets, hourly. - [Christopher Gunster](https://find.wellspent.co/advisors/christopher-gunster/), Fidelis Capital, Greenwich. Holds the CFA. Fees on file: percentage of assets, fixed fees. - [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson/), Telos Partners, Avon. Holds the CFA. Fees on file: percentage of assets, hourly. - [Richard Hammond](https://find.wellspent.co/advisors/richard-hammond/), MJP Wealth Advisors, Farmington. Holds the CFP. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Connecticut work with executives? The Wellspent public graph lists 37 fee-only advisors for executives in Connecticut, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for executives in Connecticut located? Of the 37 fee-only advisors for executives in Connecticut, 11 are in Glastonbury, followed by 8 in Farmington and 4 in Darien. ## How do fee-only advisors for executives in Connecticut charge? The most common fee among fee-only advisors for executives in Connecticut is a percentage of assets, used by 97% of the 37 with fees on file. Many use more than one: 81% charge fixed fees and 46% charge by the hour. ## What credentials should a financial advisor for executives have? For executives, look for the CFA and CFP. In Connecticut, 41% of the 37 advisors listed hold the CFP. - CFA (8% of advisors listed): The CFA helps with concentrated stock. - CFP (41% of advisors listed): The CFP keeps compensation in the wider plan. ## How do Connecticut advisors for executives compare with the rest of the US? 81% of fee-only advisors for executives in Connecticut charge fixed fees, compared with 54% of the 2,050 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Connecticut tax income on top of federal tax? Yes. Connecticut has a state income tax, so a financial plan for a Connecticut resident should project it alongside federal tax. ## What happens to stock pay if you move to or from Connecticut? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Connecticut can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as an executive in Connecticut? - How would you plan my deferred compensation elections? - How do you work around trading windows and 10b5-1 plans? - How much of my wealth should depend on my employer? - What would you do first if I left or was let go? - How will you plan for Connecticut tax alongside federal tax? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for executives in Connecticut? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly | | [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy.md) | MFC Portfolios | Darien, Connecticut | CFP, ChFC | Hourly | | [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson.md) | Telos Partners | Avon, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Gunster](https://find.wellspent.co/advisors/christopher-gunster.md) | Fidelis Capital | Greenwich, Connecticut | CFA | Percentage of assets, Fixed fees | | [Kevin Brady](https://find.wellspent.co/advisors/kevin-brady.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Louis Nistico](https://find.wellspent.co/advisors/louis-nistico.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Omar Dinar](https://find.wellspent.co/advisors/omar-dinar.md) | Riehl, Dinar & Associates | Stamford, Connecticut | | Percentage of assets | | [Richard Hammond](https://find.wellspent.co/advisors/richard-hammond.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Ruth Gretz](https://find.wellspent.co/advisors/ruth-gretz.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Bria Comer](https://find.wellspent.co/advisors/bria-comer.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Carlos Henriques](https://find.wellspent.co/advisors/carlos-henriques.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Danielle Francini](https://find.wellspent.co/advisors/danielle-francini.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Michael Grossman](https://find.wellspent.co/advisors/michael-grossman.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Olivia Grossman](https://find.wellspent.co/advisors/olivia-grossman.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Timothy Miller](https://find.wellspent.co/advisors/timothy-miller.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Jeffrey Smith](https://find.wellspent.co/advisors/jeffrey-smith-5900988.md) | Parker Wealth Management | Windsor, Connecticut | CFP | Percentage of assets, Hourly | | [John Zaro](https://find.wellspent.co/advisors/john-zaro.md) | Bourgeon Capital Management | Darien, Connecticut | CFA | Percentage of assets, Fixed fees | | [Matthew Baum](https://find.wellspent.co/advisors/matthew-baum.md) | Alpha Zero | Meriden, Connecticut | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Brian Vendig](https://find.wellspent.co/advisors/brian-vendig.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [John Mallozzi](https://find.wellspent.co/advisors/john-mallozzi.md) | Bourgeon Capital Management | Darien, Connecticut | | Percentage of assets, Fixed fees | | [Kavita Rathi](https://find.wellspent.co/advisors/kavita-rathi.md) | OneNorthStar | Stamford, Connecticut | | Percentage of assets | | [Michael Stamos](https://find.wellspent.co/advisors/michael-stamos.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Michele Vendig](https://find.wellspent.co/advisors/michele-vendig.md) | MJP Wealth Advisors | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Peter Nrekic](https://find.wellspent.co/advisors/peter-nrekic.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Richard Hall](https://find.wellspent.co/advisors/richard-hall.md) | Bourgeon Capital Management | Darien, Connecticut | | Percentage of assets, Fixed fees | | [Robert Eilers](https://find.wellspent.co/advisors/robert-eilers.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Theodore Kaplan](https://find.wellspent.co/advisors/theodore-kaplan.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Timothy Fitzgerald](https://find.wellspent.co/advisors/timothy-fitzgerald.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Vikram Kaul](https://find.wellspent.co/advisors/vikram-kaul.md) | OneNorthStar | Stamford, Connecticut | | Percentage of assets | | [Anita Roberts](https://find.wellspent.co/advisors/anita-roberts.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Ariel Hilario](https://find.wellspent.co/advisors/ariel-hilario.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Kathleen Gibilisco](https://find.wellspent.co/advisors/kathleen-gibilisco.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Robert Berlinski](https://find.wellspent.co/advisors/robert-berlinski.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Tyler Gazdik](https://find.wellspent.co/advisors/tyler-gazdik.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [William Nichols](https://find.wellspent.co/advisors/william-nichols.md) | PUREfi Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Brian Lasher](https://find.wellspent.co/advisors/brian-lasher.md) | Euclid Harding | Stamford, Connecticut | | Percentage of assets, Fixed fees | ## Related - [Estate planning in Connecticut](https://find.wellspent.co/specialties/estate-planning/connecticut.md) - [Retirement planning in Connecticut](https://find.wellspent.co/specialties/retirement-planning/connecticut.md) - [Family wealth transfer in Connecticut](https://find.wellspent.co/specialties/family-wealth-transfer/connecticut.md) - [Tax planning in Connecticut](https://find.wellspent.co/specialties/tax-planning/connecticut.md) - [Small business owners in Connecticut](https://find.wellspent.co/specialties/small-business-owners/connecticut.md) - [Retirees in Connecticut](https://find.wellspent.co/audiences/retirees/connecticut.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).