Financial advisors for executives in Connecticut

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.

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.

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.

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?

1. How would you plan my deferred compensation elections?
2. How do you work around trading windows and 10b5-1 plans?
3. How much of my wealth should depend on my employer?
4. What would you do first if I left or was let go?
5. How will you plan for Connecticut tax alongside federal tax?
6. 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.