Financial advisors for people close to retirement in Connecticut
Which financial advisor should I talk to if you're close to retirement in Connecticut?
For people close to retirement in Connecticut, talk to a fee-only planner five to ten years before you stop working, while there's still time to change things. Look for someone who tests your retirement date and shows you what would have to be true for it to work. Records to start with include Ronald Milone of Heritage Capital, Sarah Maskill of Financial Answers and Danielle Barbato of Milestone Asset Management Group.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Ronald Milone Heritage Capital, New Haven Holds the CFP. Fees on file: percentage of assets.
- Sarah Maskill Financial Answers, Ellington Holds the CFP. Fees on file: hourly, one-time planning fee.
- Danielle Barbato Milestone Asset Management Group, Avon Holds the CFP. Fees on file: flat fee or retainer.
- Jacob Ness Kreitler Financial, New Haven Holds the CFP. Fees on file: percentage of assets.
- Joseph Curran Breachway Investments, West Hartford Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- James Cook JC Capital Advisors Group, Stamford Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Connecticut work with people close to retirement?
The Wellspent public graph lists 29 fee-only advisors for people close to retirement in Connecticut, at 19 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for people close to retirement in Connecticut located?
Of the 29 fee-only advisors for people close to retirement in Connecticut, 5 are in New Haven, followed by 4 in Avon and 3 in Farmington.
Plus 13 in other cities.
How do fee-only advisors for people close to retirement in Connecticut charge?
The most common fee among fee-only advisors for people close to retirement in Connecticut is a percentage of assets, used by 76% of the 29 with fees on file. Many use more than one: 31% charge an ongoing planning fee and 24% charge by the hour.
What credentials should a financial advisor for people close to retirement have?
For people close to retirement, look for the CFP. In Connecticut, 62% of the 29 advisors listed hold the CFP.
- CFP62% in Connecticut
- The CFP covers the whole transition.
How do Connecticut advisors for people close to retirement compare with the rest of the US?
24% of fee-only advisors for people close to retirement in Connecticut charge by the hour, compared with 39% of the 2,969 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Connecticut. Light bars are all US advisors for people close to retirement.
Does Connecticut tax Social Security?
Yes, for some residents. Connecticut taxes Social Security with exemptions that depend on income, so it belongs in a withdrawal plan.
What should I ask a financial advisor if you're close to retirement in Connecticut?
- Can I retire when I want to, and what would change your answer?
- How should my investments change in the years before I stop working?
- How do I cover health insurance before Medicare?
- What should I do with my 401(k) when I leave?
- How does Connecticut tax each source of my retirement income?
How current is this list of fee-only advisors for people close to retirement 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.
All 29 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Allison Donaldson | HTG Investment Advisors Inc. | New Canaan | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Devon Rauth | North Haven Financial LLC | Suffield | CFP, TPCP | Percentage of assets, Flat fee or retainer |
| Elizabeth Cox | Merit Financial Partners, LLC | Westport | CFP, CPA | Percentage of assets, Hourly |
| Marc Lowe | In The Money Retirement Planning | Waterford | CFP | Percentage of assets, Hourly |
| Joseph Curran | Breachway Investments | West Hartford | CFP, CRPC | Percentage of assets, Ongoing planning fee |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| Richard LoPresti | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Robert Leahy | MFC Portfolios | Darien | CFP, ChFC | Hourly |
| Ryan Morrissey | Morrissey Wealth Management | North Haven | CFP | One-time planning fee, Ongoing planning fee |
| Sarah Maskill | Financial Answers | Ellington | CFP | Hourly, One-time planning fee |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Ronald Milone | Heritage Capital | New Haven | CFP | Percentage of assets |
| Ryan Callas | Greenhouse Wealth Management | Westport | CFP | Percentage of assets |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Carrie Fitzpatrick | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Christopher Angle | Heritage Capital | Redding | Not listed | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Michael Alimo | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Paul Schatz | Heritage Capital | Woodbridge | Not listed | Percentage of assets |
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