Financial advisors for ultra-high-net-worth families in Connecticut
Which financial advisor should I talk to as an ultra-high-net-worth family in Connecticut?
For ultra-high-net-worth families in Connecticut, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Dennis Tucker of Greenwich Advisors, Eric Meermann of Palisades Hudson Financial Group and Christopher Gunster of Fidelis Capital.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Dennis Tucker Greenwich Advisors, Greenwich Holds the CFA. Fees on file: percentage of assets.
- Eric Meermann Palisades Hudson Financial Group, Stamford Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Christopher Gunster Fidelis Capital, Greenwich Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Makenna Flagg Makenna & Company, Darien Holds the CFP. Fees on file: percentage of assets, fixed fees.
- John Zaro Bourgeon Capital Management, Darien Holds the CFA. Fees on file: percentage of assets, fixed fees.
- William Kennedy RiskBridge Advisors, Norwalk Holds the CFA. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Connecticut work with ultra-high-net-worth families?
The Wellspent public graph lists 29 fee-only advisors for ultra-high-net-worth families in Connecticut, at 10 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for ultra-high-net-worth families in Connecticut located?
Of the 29 fee-only advisors for ultra-high-net-worth families in Connecticut, 11 are in Stamford, followed by 6 in Norwalk and 5 in Greenwich.
How do fee-only advisors for ultra-high-net-worth families in Connecticut charge?
The most common fee among fee-only advisors for ultra-high-net-worth families in Connecticut is a percentage of assets, used by 100% of the 29 with fees on file. Many use more than one: 45% charge by the hour and 41% charge fixed fees.
What credentials should a financial advisor for ultra-high-net-worth families have?
For ultra-high-net-worth families, look for the CFA and CFP. In Connecticut, 14% of the 29 advisors listed hold the CFA.
- CFA14% in Connecticut
- The CFA supports complex portfolios.
- CFP7% in Connecticut
- The CFP keeps the whole picture together.
How do Connecticut advisors for ultra-high-net-worth families compare with the rest of the US?
7% of fee-only advisors for ultra-high-net-worth families in Connecticut hold the CFP, compared with 32% of the 1,133 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 ultra-high-net-worth families.
Does Connecticut have an estate tax?
Yes. Connecticut has its own estate tax, separate from the federal one, and its threshold can be lower.
What should I ask a financial advisor as an ultra-high-net-worth family in Connecticut?
- What would I pay in dollars, on my balance, each year?
- Who on your team handles tax and estate work?
- How many clients my size do you serve?
- How do you handle private investments?
- How would you plan for Connecticut's estate tax as well as the federal one?
How current is this list of fee-only advisors for ultra-high-net-worth families 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 |
|---|---|---|---|---|
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| 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 |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| Makenna Flagg | Makenna & Company | Darien | CFP | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Daniel Portnoy | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Jeffrey Evans | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Bradley Riccardi | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Lauren Hauck | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Lauren Quesada | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Stephen Haberstroh | CastleKeep Investment Advisors | Westport | Not listed | Percentage of assets, Hourly |
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