# Advisors for $500,000 to $1 million in Connecticut > In Connecticut, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include J. David Principe of SAGEbroadview Wealth Management, LLC, Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC and Elizabeth Cox of Merit Financial Partners, LLC. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/connecticut/ 137 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 $500,000 to $1 million in Connecticut? In Connecticut, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include J. David Principe of SAGEbroadview Wealth Management, LLC, Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC and Elizabeth Cox of Merit Financial Partners, LLC. ## How many fee-only advisors for $500,000 to $1 million in Connecticut are there? The Wellspent public graph lists 137 fee-only advisors for $500,000 to $1 million in Connecticut, at 58 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Connecticut located? Of the 137 fee-only advisors for $500,000 to $1 million in Connecticut, 26 are in Westport, followed by 19 in Lakeville and 14 in Farmington. ## How do fee-only advisors for $500,000 to $1 million in Connecticut charge? The most common fee among fee-only advisors for $500,000 to $1 million in Connecticut is a percentage of assets, used by 96% of the 137 with fees on file. Many use more than one: 55% charge fixed fees and 39% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Connecticut hold the CFP? 36% of the 137 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Connecticut? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 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 | |---|---|---|---|---| | [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee | | [Christopher Annello](https://find.wellspent.co/advisors/christopher-annello.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP | Ongoing planning fee | | [Elizabeth Cox](https://find.wellspent.co/advisors/elizabeth-cox.md) | Merit Financial Partners, LLC | Westport, Connecticut | CFP, CPA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [J. David Principe](https://find.wellspent.co/advisors/j-david-principe.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee | | [Jean-Francis Lopez de Valdivia](https://find.wellspent.co/advisors/jean-francis-lopez-de-valdivia.md) | Fleurus Investment Advisory, LLC | Weston, Connecticut | CFA, CFP | Percentage of assets | | [Brant Root](https://find.wellspent.co/advisors/brant-root.md) | Firethorn Capital | Westport, Connecticut | CFP | Percentage of assets, Flat fee or retainer | | [Cooper Smith](https://find.wellspent.co/advisors/cooper-smith.md) | Carnegie Investment Counsel | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Alexandra Rooney](https://find.wellspent.co/advisors/alexandra-rooney.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Andrew Marchionni](https://find.wellspent.co/advisors/andrew-marchionni.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Matthew Northrop](https://find.wellspent.co/advisors/matthew-northrop.md) | Main Street Research | Greenwich, Connecticut | CFP | Percentage of assets | | [Natalie McMahon](https://find.wellspent.co/advisors/natalie-mcmahon.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Peter Fiorita](https://find.wellspent.co/advisors/peter-fiorita.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Charles Kreitler](https://find.wellspent.co/advisors/charles-kreitler.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets | | [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson.md) | Telos Partners | Avon, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Ness](https://find.wellspent.co/advisors/jacob-ness.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets | | [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas.md) | Greenhouse Wealth Management | Westport, Connecticut | CFP | Percentage of assets | | [Timothy Ozanne](https://find.wellspent.co/advisors/timothy-ozanne.md) | Firethorn Capital | Westport, Connecticut | | Percentage of assets, Flat fee or retainer | | [James Boyle](https://find.wellspent.co/advisors/james-boyle.md) | Plan First Wealth | Greenwich, Connecticut | CFP | Percentage of assets | | [James Cook](https://find.wellspent.co/advisors/james-cook.md) | JC Capital Advisors Group | Stamford, Connecticut | CFP | Percentage of assets | | [Kevin Brady](https://find.wellspent.co/advisors/kevin-brady.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Taft](https://find.wellspent.co/advisors/lily-taft.md) | Main Street Research | Lakeville, Connecticut | CFA | Percentage of assets | | [Louis Nistico](https://find.wellspent.co/advisors/louis-nistico.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Martha Kern](https://find.wellspent.co/advisors/martha-kern.md) | Plan First Wealth | Greenwich, Connecticut | CFP, ChFC | Percentage of assets | | [Radford Brogden](https://find.wellspent.co/advisors/radford-brogden.md) | Compass Wealth Management | Guilford, Connecticut | CFP | Percentage of assets, Fixed fees | | [Richard Hammond](https://find.wellspent.co/advisors/richard-hammond.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Ruth Gretz](https://find.wellspent.co/advisors/ruth-gretz.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Bokoff](https://find.wellspent.co/advisors/steven-bokoff.md) | Thames Financial Management | Norwich, Connecticut | CFP | Percentage of assets, Hourly | | [Dwayne Tyril](https://find.wellspent.co/advisors/dwayne-tyril.md) | Kreitler Financial | New Haven, Connecticut | CFA | Percentage of assets | | [Michael Grennan](https://find.wellspent.co/advisors/michael-grennan.md) | Charter Research & Investment Group | Southport, Connecticut | CFA | Percentage of assets, Fixed fees | | [Aaron Stern](https://find.wellspent.co/advisors/aaron-stern.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Andrew Sawyer](https://find.wellspent.co/advisors/andrew-sawyer.md) | Thames Financial Management | Norwich, Connecticut | CFA | Percentage of assets, Hourly | | [Benjamin Armellini](https://find.wellspent.co/advisors/benjamin-armellini.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Bridget Johanson](https://find.wellspent.co/advisors/bridget-johanson.md) | Main Street Research | Greenwich , Connecticut | | Percentage of assets | | [Elizabeth Baldassari](https://find.wellspent.co/advisors/elizabeth-baldassari.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Emily Slama](https://find.wellspent.co/advisors/emily-slama.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Francis Carpentier](https://find.wellspent.co/advisors/francis-carpentier.md) | Mullaney, Keating & Wright | Middletown, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Henrique Cataldi](https://find.wellspent.co/advisors/henrique-cataldi.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jacob Margo](https://find.wellspent.co/advisors/jacob-margo.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jacob Swartz](https://find.wellspent.co/advisors/jacob-swartz.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [James Demmert](https://find.wellspent.co/advisors/james-demmert.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Janelle Durbin](https://find.wellspent.co/advisors/janelle-durbin.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jason Bear](https://find.wellspent.co/advisors/jason-bear.md) | Compass Wealth Management | Guilford, Connecticut | CFA | Percentage of assets, Fixed fees | | [Jessica Gilbert](https://find.wellspent.co/advisors/jessica-gilbert.md) | Mullaney, Keating & Wright | Middletown, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Kelly Ennis](https://find.wellspent.co/advisors/kelly-ennis.md) | Infinity Financial Strategies, LLC | North Granby, Connecticut | CFP, EA, ChFC | Percentage of assets, Hourly, Fixed fees | | [Mark Briggs](https://find.wellspent.co/advisors/mark-briggs.md) | Briggs Wealth Management, Inc. | Glastonbury, Connecticut | CFP, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [Matthew Baum](https://find.wellspent.co/advisors/matthew-baum.md) | Alpha Zero | Meriden, Connecticut | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Brennan](https://find.wellspent.co/advisors/michael-brennan.md) | Brennan Capital Management | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Roy](https://find.wellspent.co/advisors/michael-roy.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Michael Sondag](https://find.wellspent.co/advisors/michael-sondag.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Panfilo Guglielmi](https://find.wellspent.co/advisors/panfilo-guglielmi.md) | Advanced Capital Advisors, LLC | Glastonbury, Connecticut | CFP, CPA/PFS | Percentage of assets, Hourly | Showing the first 50 of 137. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-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).