Financial advisors for retirees in Connecticut

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.

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.

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.

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?

1. How much can I spend each year, and how will you adjust it?
2. How do you plan around RMDs and Medicare premiums?
3. How would you pay for long-term care if I needed it?
4. What happens if I can't manage this myself, or my spouse dies first?
5. 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.