CFP financial advisors in Connecticut
How do I find fee-only advisors who hold the CFP in Connecticut?
In Connecticut, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC, Elizabeth Cox of Merit Financial Partners, LLC and J. David Principe of SAGEbroadview Wealth Management, LLC.
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.
- Elizabeth Cox Merit Financial Partners, LLC, Westport Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- J. David Principe SAGEbroadview Wealth Management, LLC, Farmington Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Stephen Childs Clear Harbor Asset Management, West Hartford Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Charles Tricomi Greenwich Wealth Management, Greenwich Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Sunil Sharma Proyash Capital Management, Darien Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 139
- Firms
- 97
- Cities
- 42
- Hold the CFP
- 100%
- Other credentials: CFA 9% · CPA 3% · EA 1%
- How they charge (of 137 with fees on file): percentage of assets 91% · fixed fees 64% · hourly 56% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Connecticut are there?
The Wellspent public graph lists 139 fee-only advisors who hold the CFP in Connecticut, at 97 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Connecticut located?
Of the 139 fee-only advisors who hold the CFP in Connecticut, 15 are in Glastonbury, followed by 12 in West Hartford and 8 in Farmington.
How do fee-only advisors who hold the CFP in Connecticut charge?
The most common fee among fee-only advisors who hold the CFP in Connecticut is a percentage of assets, used by 91% of the 137 with fees on file. Many use more than one: 64% charge fixed fees and 56% charge by the hour.
How many fee-only advisors who hold the CFP in Connecticut hold the CFP?
100% of the 139 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Connecticut?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 139 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 |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| 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 |
| J. David Principe | SAGEbroadview Wealth Management, LLC | Farmington | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee |
| Jeffrey Mehler | Jeffrey N. Mehler, CFP LLC | Essex | BS, CFP, MBA | Percentage of assets, Hourly |
| Karen Ogden | Envest Asset Management, LLC | Ridgefield | CFP, MBA, BS, CPWA | Percentage of assets, Hourly |
| Marc Lowe | In The Money Retirement Planning | Waterford | CFP | Percentage of assets, Hourly |
| 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 |
| Joseph Curran | Breachway Investments | West Hartford | CFP, CRPC | Percentage of assets, Ongoing planning fee |
| Brant Root | Firethorn Capital | Westport | CFP | Percentage of assets, Flat fee or retainer |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Cooper Smith | Carnegie Investment Counsel | Stamford | 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 |
| Youxi Liu | Upstart Wealth Management | East Haddam | CFP, PFS | Percentage of assets, Ongoing planning fee |
| Alexandra Rooney | Main Street Research | Lakeville | CFP | Percentage of assets |
| Andrew Marchionni | Main Street Research | Lakeville | CFP | Percentage of assets |
| Bert Bowler | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| John Planell | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| Kayse Kress | DocsFP | Newington | CFP | Hourly, One-time planning fee |
| Matthew Northrop | Main Street Research | Greenwich | CFP | Percentage of assets |
| Natalie McMahon | Main Street Research | Lakeville | CFP | Percentage of assets |
| Peter Fiorita | Main Street Research | Lakeville | CFP | Percentage of assets |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Clifford Straub | Lifestyle Financial Strategies | Middletown | 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 |
| Brendan McEwan | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Carl Zuckerberg | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Cassandra McKnight | Stash Wealth | Norwalk | CFP | Percentage of assets, One-time planning fee |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| James Boyle | Plan First Wealth | Greenwich | CFP | Percentage of assets |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Kevin Regan | Crionna Wealth | Cheshire | CFP | Percentage of assets, Hourly |
| Lauren Rowland | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Louis Nistico | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| Martha Kern | Plan First Wealth | Greenwich | CFP, ChFC | Percentage of assets |
| Radford Brogden | Compass Wealth Management | Guilford | CFP | Percentage of assets, Fixed fees |
| Richard Hammond | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
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