# Financial advisors for retirees in Connecticut > For retirees in Connecticut, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Devon Rauth of North Haven Financial LLC, Danielle Barbato of Milestone Asset Management Group and Patricia Kane of Kane Financial Planning, LLC. Page: https://find.wellspent.co/audiences/retirees/connecticut/ 36 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 a retiree in Connecticut? For retirees in Connecticut, talk to a fee-only planner who already works with people drawing down their savings. Your questions have moved from saving to spending, so look for steady withdrawals, tax-aware RMD planning, and care planning. Records to start with include Devon Rauth of North Haven Financial LLC, Danielle Barbato of Milestone Asset Management Group and Patricia Kane of Kane Financial Planning, LLC. - [Devon Rauth](https://find.wellspent.co/advisors/devon-rauth/), North Haven Financial LLC, Suffield. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Danielle Barbato](https://find.wellspent.co/advisors/danielle-barbato/), Milestone Asset Management Group, Avon. Holds the CFP. Fees on file: flat fee or retainer. - [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane/), Kane Financial Planning, LLC, Avon. Holds the CFP. Fees on file: percentage of assets, hourly. - [John Bubello](https://find.wellspent.co/advisors/john-bubello/), Compass Retirement, Old Saybrook. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Joseph Curran](https://find.wellspent.co/advisors/joseph-curran/), Breachway Investments, West Hartford. Holds the CFP. Fees on file: percentage of assets, ongoing planning fee. - [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy/), MFC Portfolios, Darien. Holds the CFP. Fees on file: hourly. ## How many fee-only financial advisors in Connecticut work with retirees? The Wellspent public graph lists 36 fee-only advisors for retirees in Connecticut, at 21 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for retirees in Connecticut located? Of the 36 fee-only advisors for retirees in Connecticut, 6 are in Guilford, followed by 4 in Avon and 4 in Groton. ## How do fee-only advisors for retirees in Connecticut charge? The most common fee among fee-only advisors for retirees in Connecticut is a percentage of assets, used by 81% of the 36 with fees on file. Many use more than one: 25% charge by the hour and 25% charge fixed fees. ## What credentials should a financial advisor for retirees have? For retirees, look for the CFP. In Connecticut, 42% of the 36 advisors listed hold the CFP. - CFP (42% of advisors listed): The CFP covers tax, insurance, and estate decisions together. ## How do Connecticut advisors for retirees compare with the rest of the US? 25% of fee-only advisors for retirees in Connecticut charge fixed fees, compared with 44% of the 3,334 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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 as a retiree in Connecticut? - How much can I spend each year, and how will you adjust it? - How do you plan around RMDs and Medicare premiums? - How would you pay for long-term care if I needed it? - What happens if I can't manage this myself, or my spouse dies first? - How does Connecticut tax each source of my retirement income? ## How current is this list of fee-only advisors for retirees 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 | |---|---|---|---|---| | [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee | | [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 | | [Devon Rauth](https://find.wellspent.co/advisors/devon-rauth.md) | North Haven Financial LLC | Suffield, Connecticut | CFP, TPCP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee | | [Marc Lowe](https://find.wellspent.co/advisors/marc-lowe.md) | In The Money Retirement Planning | Waterford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Curran](https://find.wellspent.co/advisors/joseph-curran.md) | Breachway Investments | West Hartford, Connecticut | CFP, CRPC | Percentage of assets, Ongoing planning fee, Hourly | | [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly | | [Danielle Barbato](https://find.wellspent.co/advisors/danielle-barbato.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer | | [John Bubello](https://find.wellspent.co/advisors/john-bubello.md) | Compass Retirement | Old Saybrook, Connecticut | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Richard LoPresti](https://find.wellspent.co/advisors/richard-lopresti.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer | | [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy.md) | MFC Portfolios | Darien, Connecticut | CFP, ChFC | Hourly | | [Ryan Morrissey](https://find.wellspent.co/advisors/ryan-morrissey.md) | Morrissey Wealth Management | North Haven, Connecticut | CFP | One-time planning fee, Ongoing planning fee | | [Sarah Maskill](https://find.wellspent.co/advisors/sarah-maskill.md) | Financial Answers | Ellington, Connecticut | CFP | Hourly, One-time planning fee | | [Ronald Milone](https://find.wellspent.co/advisors/ronald-milone.md) | Heritage Capital | New Haven, Connecticut | CFP | Percentage of assets | | [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas.md) | Greenhouse Wealth Management | Westport, Connecticut | CFP | Percentage of assets | | [Omar Dinar](https://find.wellspent.co/advisors/omar-dinar.md) | Riehl, Dinar & Associates | Stamford, Connecticut | | Percentage of assets | | [Radford Brogden](https://find.wellspent.co/advisors/radford-brogden.md) | Compass Wealth Management | Guilford, Connecticut | CFP | Percentage of assets, Fixed fees | | [Brian Williams](https://find.wellspent.co/advisors/brian-williams.md) | Northshire Consulting | Southington, Connecticut | | Ongoing planning fee, Percentage of assets | | [Matthew Fernandez](https://find.wellspent.co/advisors/matthew-fernandez.md) | Morrissey Wealth Management | North Haven, Connecticut | | One-time planning fee, Ongoing planning fee | | [Michael Mezheritskiy](https://find.wellspent.co/advisors/michael-mezheritskiy.md) | Milestone Asset Management Group | Avon, Connecticut | | Flat fee or retainer | | [Jason Bear](https://find.wellspent.co/advisors/jason-bear.md) | Compass Wealth Management | Guilford, Connecticut | CFA | Percentage of assets, Fixed fees | | [Carrie Fitzpatrick](https://find.wellspent.co/advisors/carrie-fitzpatrick.md) | USA Financial and Tax Services | Farmington, Connecticut | | Percentage of assets | | [Christopher Angle](https://find.wellspent.co/advisors/christopher-angle.md) | Heritage Capital | Redding, Connecticut | | Percentage of assets | | [Mark Michna](https://find.wellspent.co/advisors/mark-michna.md) | Sightline Wealth Advisors | Groton, Connecticut | CFA | Percentage of assets | | [Michael Alimo](https://find.wellspent.co/advisors/michael-alimo.md) | USA Financial and Tax Services | Farmington, Connecticut | | Percentage of assets | | [Michael Alimo](https://find.wellspent.co/advisors/michael-alimo-7694036.md) | USA Financial and Tax Services | Farmington, Connecticut | | Percentage of assets | | [Paul Schatz](https://find.wellspent.co/advisors/paul-schatz.md) | Heritage Capital | Woodbridge, Connecticut | | Percentage of assets | | [Carolyn Matthes](https://find.wellspent.co/advisors/carolyn-matthes.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Emily Clare Cafasso](https://find.wellspent.co/advisors/emily-clare-cafasso.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Esme Miano](https://find.wellspent.co/advisors/esme-miano.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [William Matthes](https://find.wellspent.co/advisors/william-matthes.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Charles Doran](https://find.wellspent.co/advisors/charles-doran.md) | Prometheus Investment Advisors | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Mark Steffen](https://find.wellspent.co/advisors/mark-steffen.md) | Sightline Wealth Advisors | Groton, Connecticut | | Percentage of assets | | [Stefan Pellish](https://find.wellspent.co/advisors/stefan-pellish.md) | Sightline Wealth Advisors | Groton, Connecticut | | Percentage of assets | | [William Duvall](https://find.wellspent.co/advisors/william-duvall.md) | Sightline Wealth Advisors | Groton, Connecticut | | Percentage of assets | | [Deborah King](https://find.wellspent.co/advisors/deborah-king.md) | Asset Management Associates | South Windsor, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Robert Worrell](https://find.wellspent.co/advisors/robert-worrell.md) | Worrell Advisory Services | Branford, Connecticut | | Percentage of assets, Hourly | ## 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) - [Executives in Connecticut](https://find.wellspent.co/audiences/executives/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).