# Advisors for $1 million to $3 million in Connecticut > In Connecticut, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Stephen Childs of Clear Harbor Asset Management, Jack Forehand of Validea Capital Management and Alejandro Gomez of Rossmore Private Capital. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/connecticut/ 83 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $1 million to $3 million in Connecticut? In Connecticut, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Stephen Childs of Clear Harbor Asset Management, Jack Forehand of Validea Capital Management and Alejandro Gomez of Rossmore Private Capital. ## How many fee-only advisors for $1 million to $3 million in Connecticut are there? The Wellspent public graph lists 83 fee-only advisors for $1 million to $3 million in Connecticut, at 24 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Connecticut located? Of the 83 fee-only advisors for $1 million to $3 million in Connecticut, 23 are in Stamford, followed by 12 in Greenwich and 8 in West Hartford. ## How do fee-only advisors for $1 million to $3 million in Connecticut charge? The most common fee among fee-only advisors for $1 million to $3 million in Connecticut is a percentage of assets, used by 99% of the 83 with fees on file. Many use more than one: 65% charge fixed fees and 39% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Connecticut hold the CFP? 29% of the 83 fee-only advisors for $1 million to $3 million in Connecticut hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Connecticut? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy.md) | MFC Portfolios | Darien, Connecticut | CFP, ChFC | Hourly | | [Youxi Liu](https://find.wellspent.co/advisors/youxi-liu.md) | Upstart Wealth Management | East Haddam, Connecticut | CFP, PFS | Percentage of assets, Ongoing planning fee | | [Ronald Milone](https://find.wellspent.co/advisors/ronald-milone.md) | Heritage Capital | New Haven, Connecticut | CFP | Percentage of assets | | [Brendan McEwan](https://find.wellspent.co/advisors/brendan-mcewan.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Carl Zuckerberg](https://find.wellspent.co/advisors/carl-zuckerberg.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Gunster](https://find.wellspent.co/advisors/christopher-gunster.md) | Fidelis Capital | Greenwich, Connecticut | CFA | Percentage of assets, Fixed fees | | [Lauren Rowland](https://find.wellspent.co/advisors/lauren-rowland.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Spencer Cooper](https://find.wellspent.co/advisors/spencer-cooper.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Anna Case](https://find.wellspent.co/advisors/anna-case.md) | Founders Capital Management | Hartford, Connecticut | CFP | Percentage of assets | | [Dennis Tucker](https://find.wellspent.co/advisors/dennis-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | CFA | Percentage of assets | | [Ted Terrion](https://find.wellspent.co/advisors/ted-terrion.md) | Founders Capital Management | Hartford, Connecticut | CFP | Percentage of assets | | [Austin Doebler](https://find.wellspent.co/advisors/austin-doebler.md) | RZH Advisors | Stamford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [David McCary](https://find.wellspent.co/advisors/david-mccary.md) | McCary Anheuser Wealth Management, LLC | West Hartford, Connecticut | CFP, MBA | Percentage of assets, Fixed fees | | [Loretta Nolan](https://find.wellspent.co/advisors/loretta-nolan.md) | Loretta Nolan Associates LLC | Old Greenwich, Connecticut | AEP, CFP | Percentage of assets, Hourly, Fixed fees | | [Alexander Tucker](https://find.wellspent.co/advisors/alexander-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Andrew Urbanski](https://find.wellspent.co/advisors/andrew-urbanski.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Christopher Angle](https://find.wellspent.co/advisors/christopher-angle.md) | Heritage Capital | Redding, Connecticut | | Percentage of assets | | [Daniel Portnoy](https://find.wellspent.co/advisors/daniel-portnoy.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Elizabeth Lynch](https://find.wellspent.co/advisors/elizabeth-lynch.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jeffrey Evans](https://find.wellspent.co/advisors/jeffrey-evans.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Karo Lokmanyan](https://find.wellspent.co/advisors/karo-lokmanyan.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lauren Urbanski](https://find.wellspent.co/advisors/lauren-urbanski.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Schatz](https://find.wellspent.co/advisors/paul-schatz.md) | Heritage Capital | Woodbridge, Connecticut | | Percentage of assets | | [Ivy Alexander](https://find.wellspent.co/advisors/ivy-alexander.md) | RZH Advisors | Stamford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jean-Paul Atallah](https://find.wellspent.co/advisors/jean-paul-atallah.md) | RZH Advisors | Stamford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Stephen Tanner](https://find.wellspent.co/advisors/stephen-tanner.md) | Granite Hill Capital Management | Ridgefield, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Howard Case](https://find.wellspent.co/advisors/howard-case.md) | Founders Capital Management | Hartford, Connecticut | | Percentage of assets | | [Patrick Terrion](https://find.wellspent.co/advisors/patrick-terrion.md) | Founders Capital Management | Hartford, Connecticut | | Percentage of assets | | [Kyra Palmer](https://find.wellspent.co/advisors/kyra-palmer.md) | Oak Financial Group | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Lauren Hauck](https://find.wellspent.co/advisors/lauren-hauck.md) | CastleKeep Investment Advisors | Westport, Connecticut | | Percentage of assets, Hourly | | [Lauren Quesada](https://find.wellspent.co/advisors/lauren-quesada.md) | CastleKeep Investment Advisors | Westport, Connecticut | | Percentage of assets, Hourly | | [Neil Hackman](https://find.wellspent.co/advisors/neil-hackman.md) | Oak Financial Group | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Stephen Haberstroh](https://find.wellspent.co/advisors/stephen-haberstroh.md) | CastleKeep Investment Advisors | Westport, Connecticut | | Percentage of assets, Hourly | | [Alejandro Gomez](https://find.wellspent.co/advisors/alejandro-gomez.md) | Rossmore Private Capital | Glastonbury, Connecticut | CFP, CFA | Percentage of assets, Fixed fees | | [Brian Fierston](https://find.wellspent.co/advisors/brian-fierston.md) | Fierston Financial Group | West Hartford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Sheehan](https://find.wellspent.co/advisors/brian-sheehan.md) | Rossmore Private Capital | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Frank Flores](https://find.wellspent.co/advisors/frank-flores.md) | Sound Planning and Investments | Essex, Connecticut | CFP | Percentage of assets, Hourly | | [Jack Forehand](https://find.wellspent.co/advisors/jack-forehand.md) | Validea Capital Management | Fairfield, Connecticut | CFP, CFA | Percentage of assets | | [Kathleen Smith](https://find.wellspent.co/advisors/kathleen-smith.md) | Washington Trust Advisors | New Haven, Connecticut | CFP | Percentage of assets, Fixed fees | | [Marissa Fierston](https://find.wellspent.co/advisors/marissa-fierston.md) | Fierston Financial Group | West Hartford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Max Asnes](https://find.wellspent.co/advisors/max-asnes.md) | Fierston Financial Group | West Hartford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Fierston](https://find.wellspent.co/advisors/nathan-fierston.md) | Fierston Financial Group | West Hartford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Seth Fierston](https://find.wellspent.co/advisors/seth-fierston.md) | Fierston Financial Group | West Hartford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Childs](https://find.wellspent.co/advisors/stephen-childs.md) | Clear Harbor Asset Management | West Hartford, Connecticut | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [William Fierston](https://find.wellspent.co/advisors/william-fierston.md) | Fierston Financial Group | West Hartford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [William Leete](https://find.wellspent.co/advisors/william-leete.md) | Monte Financial Group | Guilford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Baldassarre](https://find.wellspent.co/advisors/andrew-baldassarre.md) | Rossmore Private Capital | Glastonbury, Connecticut | CFA | Percentage of assets, Fixed fees | | [Gregory Stanek](https://find.wellspent.co/advisors/gregory-stanek.md) | Gilman Hill Asset Management | New Canaan, Connecticut | CFA | Percentage of assets | | [Jacob Friar](https://find.wellspent.co/advisors/jacob-friar.md) | Gilman Hill Asset Management | New Canaan, Connecticut | CFA | Percentage of assets | | [Aaron Kennon](https://find.wellspent.co/advisors/aaron-kennon.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | Showing the first 50 of 83. The full list, page by page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/connecticut/?page=2 ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).