CFA financial advisors in Connecticut
How do I find fee-only advisors who hold the CFA in Connecticut?
In Connecticut, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC, Daniel Granucci of Iron Path Wealth Management, Inc. and Lukasz Thieme of Waypoint Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jean-Francis Lopez de Valdivia Fleurus Investment Advisory, LLC, Weston Holds the CFP and CFA. Fees on file: percentage of assets.
- Daniel Granucci Iron Path Wealth Management, Inc., Sandy Hook Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Lukasz Thieme Waypoint Financial, Weston Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Joseph Depatie Diastole Wealth Management, Guilford Holds the CFP and CFA. Fees on file: percentage of assets.
- Kip Paulson Paulson Private Wealth, Norwalk Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Alejandro Gomez Rossmore Private Capital, Glastonbury Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 47
- Firms
- 43
- Cities
- 25
- Hold the CFP
- 26%
- Other credentials: CFA 100%
- How they charge (of 46 with fees on file): percentage of assets 98% · fixed fees 63% · hourly 43% · one-time planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Connecticut are there?
The Wellspent public graph lists 47 fee-only advisors who hold the CFA in Connecticut, at 43 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Connecticut located?
Of the 47 fee-only advisors who hold the CFA in Connecticut, 4 are in Greenwich, followed by 4 in West Hartford and 4 in New Canaan.
How do fee-only advisors who hold the CFA in Connecticut charge?
The most common fee among fee-only advisors who hold the CFA in Connecticut is a percentage of assets, used by 98% of the 46 with fees on file. Many use more than one: 63% charge fixed fees and 43% charge by the hour.
How many fee-only advisors who hold the CFA in Connecticut hold the CFP?
26% of the 47 fee-only advisors who hold the CFA in Connecticut hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Connecticut?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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 47 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Granucci | Iron Path Wealth Management, Inc. | Sandy Hook | CFA, CFP | Percentage of assets, Hourly |
| Jean-Francis Lopez de Valdivia | Fleurus Investment Advisory, LLC | Weston | CFA, CFP | Percentage of assets |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Lily Taft | Main Street Research | Lakeville | CFA | Percentage of assets |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Charles Tricomi | Greenwich Wealth Management | Greenwich | CFP, CFA | Percentage of assets, Hourly |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Michael Grennan | Charter Research & Investment Group | Southport | CFA | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| Andrew Sawyer | Thames Financial Management | Norwich | CFA | Percentage of assets, Hourly |
| Austin Doebler | RZH Advisors | Stamford | CFA | Percentage of assets, Hourly |
| Bernadette Huang | White Allium Wealth Advisors | New Haven | CFA, CFP | Not listed |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| Gabriel Nardi | Tadpole Investments | Stamford | CFA | Percentage of assets, Hourly |
| Jason Bear | Compass Wealth Management | Guilford | CFA | Percentage of assets, Fixed fees |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Timothy Baker | Metric Financial | Simbury | CFA | Percentage of assets, One-time planning fee |
| James Rice | JQRCapital | West Hartford | CFA | Percentage of assets, Hourly |
| Mark Michna | Sightline Wealth Advisors | Groton | CFA | Percentage of assets |
| Paul Lynch | Greenwich Wealth Management | Greenwich | CFA | Percentage of assets, Hourly |
| Thomas Hoffman | Netherby Advisors | Shelton | CFA | Percentage of assets, Fixed fees |
| Carl Scholtz | Scholtz & Company | Stamford | CFA | One-time planning fee |
| Richard Parower | Compo Advisors | New Canaan | CFA | Percentage of assets |
| Stephen Tanner | Granite Hill Capital Management | Ridgefield | CFA | Percentage of assets, Hourly |
| Alejandro Gomez | Rossmore Private Capital | Glastonbury | CFP, CFA | Percentage of assets, Fixed fees |
| Jack Forehand | Validea Capital Management | Fairfield | CFP, CFA | Percentage of assets |
| Joseph Depatie | Diastole Wealth Management | Guilford | CFP, CFA | Percentage of assets |
| Kip Paulson | Paulson Private Wealth | Norwalk | CFP, CFA | Percentage of assets, Fixed fees |
| Lukasz Thieme | Waypoint Financial | Weston | CFP, CFA | Percentage of assets, Hourly |
| Stephen Childs | Clear Harbor Asset Management | West Hartford | CFP, CFA | Percentage of assets, Fixed fees |
| Sunil Sharma | Proyash Capital Management | Darien | CFP, CFA | Percentage of assets |
| Alexander Zaharoff | HTG Investment Advisors | New Canaan | CFA | Percentage of assets, Fixed fees |
| Andrew Baldassarre | Rossmore Private Capital | Glastonbury | CFA | Percentage of assets, Fixed fees |
| David Chieco | Chieco Capital Management | Glastonbury | CFA | Percentage of assets, Hourly |
| David Luo | Purkiss Capital Advisors | Ridgefield | CFA | Percentage of assets, Hourly |
| Derek Guglielmi | Advanced Capital Advisors | Fairfield | CFA | Percentage of assets, Hourly |
| Douglas Brenneman | Brenneman Investment Adviser | Centerbrook | CFA | Percentage of assets, Hourly |
| Gregory Stanek | Gilman Hill Asset Management | New Canaan | CFA | Percentage of assets |
| Jacob Friar | Gilman Hill Asset Management | New Canaan | CFA | Percentage of assets |
| Jason Kish | Grey Ledge Advisors | Guilford | CFA | Percentage of assets, Hourly |
| Neil Kenagy | Colchester Investment Counsel | Ridgefield | CFA | Percentage of assets |
| Richard Kos | Sursum Financial | Madison | CFA | Percentage of assets, Hourly |
| Seth Tutlis | Seneca Wealth Advisors | Westport | CFA | Percentage of assets, Fixed fees |
| Wallace Jones | WJ Financial Advisors | Killingworth | CFA | Percentage of assets, Hourly |
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