Advisors for $1 million to $3 million in Connecticut

Wellspent public graph/Find by/Advisors for $1 million to $3 million/Connecticut

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

Stephen Childs Clear Harbor Asset Management, West Hartford Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
Jack Forehand Validea Capital Management, Fairfield Holds the CFP and CFA. Fees on file: percentage of assets.
Alejandro Gomez Rossmore Private Capital, Glastonbury Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
Youxi Liu Upstart Wealth Management, East Haddam Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
Dennis Tucker Greenwich Advisors, Greenwich Holds the CFA. Fees on file: percentage of assets.
Robert Leahy MFC Portfolios, Darien Holds the CFP. Fees on file: hourly.

By the numbers

Advisors listed: 83
Firms: 24
Cities: 19
Hold the CFP: 29%

Other credentials: CFA 12% · ChFC 1%
How they charge (of 83 with fees on file): percentage of assets 99% · fixed fees 65% · hourly 39% · performance-based fees 25%

Source: Wellspent public graph, data as of October 30, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Questions about advisors for $1 million to $3 million

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.

All 83 advisors

Advisors for $1 million to $3 million in Connecticut: advisor, firm, city, credentials, and fees
Advisor	Firm	City	Credentials	Fees
Robert Leahy	MFC Portfolios	Darien	CFP, ChFC	Hourly
Youxi Liu	Upstart Wealth Management	East Haddam	CFP, PFS	Percentage of assets, Ongoing planning fee
Ronald Milone	Heritage Capital	New Haven	CFP	Percentage of assets
Brendan McEwan	RZH Advisors	Stamford	CFP	Percentage of assets, Hourly
Carl Zuckerberg	RZH Advisors	Stamford	CFP	Percentage of assets, Hourly
Christopher Gunster	Fidelis Capital	Greenwich	CFA	Percentage of assets, Fixed fees
Lauren Rowland	RZH Advisors	Stamford	CFP	Percentage of assets, Hourly
Spencer Cooper	RZH Advisors	Stamford	CFP	Percentage of assets, Hourly
Anna Case	Founders Capital Management	Hartford	CFP	Percentage of assets
Dennis Tucker	Greenwich Advisors	Greenwich	CFA	Percentage of assets
Ted Terrion	Founders Capital Management	Hartford	CFP	Percentage of assets
Austin Doebler	RZH Advisors	Stamford	CFA	Percentage of assets, Hourly
David McCary	McCary Anheuser Wealth Management, LLC	West Hartford	CFP, MBA	Percentage of assets, Fixed fees
Loretta Nolan	Loretta Nolan Associates LLC	Old Greenwich	AEP, CFP	Percentage of assets, Hourly
Alexander Tucker	Greenwich Advisors	Greenwich	Not listed	Percentage of assets
Andrew Urbanski	N10° Wealth	Greenwich	Not listed	Percentage of assets, Hourly
Christopher Angle	Heritage Capital	Redding	Not listed	Percentage of assets
Daniel Portnoy	Greenwich Advisors	Greenwich	Not listed	Percentage of assets
Elizabeth Lynch	N10° Wealth	Greenwich	Not listed	Percentage of assets, Hourly
Jeffrey Evans	Greenwich Advisors	Greenwich	Not listed	Percentage of assets
Karo Lokmanyan	N10° Wealth	Greenwich	Not listed	Percentage of assets, Hourly
Lauren Urbanski	N10° Wealth	Greenwich	Not listed	Percentage of assets, Hourly
Paul Schatz	Heritage Capital	Woodbridge	Not listed	Percentage of assets
Ivy Alexander	RZH Advisors	Stamford	Not listed	Percentage of assets, Hourly
Jean-Paul Atallah	RZH Advisors	Stamford	Not listed	Percentage of assets, Hourly
Stephen Tanner	Granite Hill Capital Management	Ridgefield	CFA	Percentage of assets, Hourly
Howard Case	Founders Capital Management	Hartford	Not listed	Percentage of assets
Patrick Terrion	Founders Capital Management	Hartford	Not listed	Percentage of assets
Kyra Palmer	Oak Financial Group	Stamford	Not listed	Percentage of assets, Fixed 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
Neil Hackman	Oak Financial Group	Stamford	Not listed	Percentage of assets, Fixed fees
Stephen Haberstroh	CastleKeep Investment Advisors	Westport	Not listed	Percentage of assets, Hourly
Alejandro Gomez	Rossmore Private Capital	Glastonbury	CFP, CFA	Percentage of assets, Fixed fees
Brian Fierston	Fierston Financial Group	West Hartford	CFP	Percentage of assets, Hourly
Brian Sheehan	Rossmore Private Capital	Glastonbury	CFP	Percentage of assets, Fixed fees
Frank Flores	Sound Planning and Investments	Essex	CFP	Percentage of assets, Hourly
Jack Forehand	Validea Capital Management	Fairfield	CFP, CFA	Percentage of assets
Kathleen Smith	Washington Trust Advisors	New Haven	CFP	Percentage of assets, Fixed fees
Marissa Fierston	Fierston Financial Group	West Hartford	CFP	Percentage of assets, Hourly
Max Asnes	Fierston Financial Group	West Hartford	CFP	Percentage of assets, Hourly
Nathan Fierston	Fierston Financial Group	West Hartford	CFP	Percentage of assets, Hourly
Seth Fierston	Fierston Financial Group	West Hartford	CFP	Percentage of assets, Hourly
Stephen Childs	Clear Harbor Asset Management	West Hartford	CFP, CFA	Percentage of assets, Fixed fees
William Fierston	Fierston Financial Group	West Hartford	CFP	Percentage of assets, Hourly
William Leete	Monte Financial Group	Guilford	CFP	Percentage of assets, Hourly
Andrew Baldassarre	Rossmore Private Capital	Glastonbury	CFA	Percentage of assets, Fixed fees
Gregory Stanek	Gilman Hill Asset Management	New Canaan	CFA	Percentage of assets
Jacob Friar	Gilman Hill Asset Management	New Canaan	CFA	Percentage of assets
Aaron Kennon	Clear Harbor Asset Management	Stamford	Not listed	Percentage of assets, Fixed fees

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