| Ruth Gretz | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Sally Kennedy | Real Financial Planning | Guilford | CFP | Hourly, Fixed fees |
| Spencer Cooper | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Steven Bokoff | Thames Financial Management | Norwich | CFP | Percentage of assets, Hourly |
| Anna Case | Founders Capital Management | Hartford | CFP | Percentage of assets |
| Bria Comer | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Carlos Henriques | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Cathleen Keane | Haviland & Sams | Farmington | CFP | Hourly, Fixed fees |
| Charles Tricomi | Greenwich Wealth Management | Greenwich | CFP, CFA | Percentage of assets, Hourly |
| Danielle Francini | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| Makenna Flagg | Makenna & Company | Darien | CFP | Percentage of assets, Fixed fees |
| Michael Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Olivia Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Ted Terrion | Founders Capital Management | Hartford | CFP | Percentage of assets |
| Timothy Miller | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| William Pfeiffer | RidgePoint Wealth Advisors | Tolland | CFP | Percentage of assets, Fixed fees |
| Bernadette Huang | White Allium Wealth Advisors | New Haven | CFA, CFP | Not listed |
| Charles Green | Springboard Asset Management, LLC | Cheshire | CFP | Percentage of assets, Fixed fees |
| Dave McCary | McCary Anheuser Wealth Management, LLC (CT license in process) | West Hartford | CFP, MBA, CPWA | Not listed |
| David McCary | McCary Anheuser Wealth Management, LLC | West Hartford | CFP, MBA | Percentage of assets, Fixed fees |
| Eric Powers | TOP Private Wealth | Glastonbury | CFP, EA | Percentage of assets, Hourly |
| Francis Carpentier | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| Jeffrey Smith | Parker Wealth Management | Windsor | CFP | Percentage of assets, Hourly |
| Jessica Gilbert | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| Kelly Ennis | Infinity Financial Strategies, LLC | North Granby | CFP, EA, ChFC | Percentage of assets, Hourly |
| Loretta Nolan | Loretta Nolan Associates LLC | Old Greenwich | AEP, CFP | Percentage of assets, Hourly |
| Mark Briggs | Briggs Wealth Management, Inc. | Glastonbury | CFP, CPA/PFS, MBA | Percentage of assets, Hourly |
| Matthew Baum | Alpha Zero | Meriden | CFP | Percentage of assets, Fixed fees |
| Michael Brennan | Brennan Capital Management | Westport | CFP | Percentage of assets, Hourly |
| Nicholas Roy | Somnio Financial Group | Glastonbury | CFP | Percentage of assets, Ongoing planning fee |
| Panfilo Guglielmi | Advanced Capital Advisors, LLC | Glastonbury | CFP, CPA/PFS | Percentage of assets, Hourly |
| R. Allen Purkiss | Purkiss Capital Advisors, LLC | Ridgefield | CFP | Percentage of assets, Hourly |
| Robert Roy | Somnio Financial Group | Glastonbury | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Timothy Baker | WEALTHSHAPE, LLC | West Hartford | CFP, MBA | Percentage of assets, Hourly |
| Alejandro Gomez | Rossmore Private Capital | Glastonbury | CFP, CFA | Percentage of assets, Fixed fees |
| Ann Marie Ocone | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Anthony Morgillo | Grey Ledge Advisors | Guilford | CFP | Percentage of assets, Hourly |
| Brian Benson | Hoskin Capital | Broad Brook | CFP, PFS | Hourly, Fixed fees |
| Brian Fierston | Fierston Financial Group | West Hartford | CFP | Percentage of assets, Hourly |
| Brian Shea | Shea Financial Advisors | Norwalk | CFP | Percentage of assets, Hourly |
| Brian Sheehan | Rossmore Private Capital | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Christopher Beale | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Christopher Lee | New England Capital Financial Advisors | Cheshire | CFP | Percentage of assets, Hourly |
| Daniel Lester | Sagebroadview Wealth Management | Farmington | CFP | Percentage of assets, Hourly |
| David Torres-Onisto | Top Private Wealth | Glastonbury | CFP | Percentage of assets, Hourly |
| Derek Lyon | Jeffrey N. Mehler, CFP | Essex | CFP | Percentage of assets, Hourly |
| Emily Wood | Jeffrey N. Mehler, CFP | Essex | CFP | Percentage of assets, Hourly |
| Evan Kenagy | Colchester Investment Counsel | Ridgefield | CFP | Percentage of assets |
| Frank Flores | Sound Planning and Investments | Essex | CFP | Percentage of assets, Hourly |