Advisors for $500,000 to $1 million in Connecticut
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- J. David Principe SAGEbroadview Wealth Management, LLC, Farmington Holds the CFP and CPA. Fees on file: ongoing planning fee.
- 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.
- Mark Briggs Briggs Wealth Management, Inc., Glastonbury Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Kelly Ennis Infinity Financial Strategies, LLC, North Granby Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Panfilo Guglielmi Advanced Capital Advisors, LLC, Glastonbury Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 137
- Firms
- 58
- Cities
- 31
- Hold the CFP
- 36%
- Other credentials: CFA 10% · CPA 3% · EA 1%
- How they charge (of 137 with fees on file): percentage of assets 96% · fixed fees 55% · hourly 39% · ongoing planning fee 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 137 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Allison Donaldson | HTG Investment Advisors Inc. | New Canaan | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| 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 |
| Jean-Francis Lopez de Valdivia | Fleurus Investment Advisory, LLC | Weston | CFA, CFP | Percentage of assets |
| Brant Root | Firethorn Capital | Westport | CFP | Percentage of assets, Flat fee or retainer |
| Cooper Smith | Carnegie Investment Counsel | Stamford | CFP | Percentage of assets, Hourly |
| Alexandra Rooney | Main Street Research | Lakeville | CFP | Percentage of assets |
| Andrew Marchionni | Main Street Research | Lakeville | CFP | Percentage of assets |
| 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 |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Ryan Callas | Greenhouse Wealth Management | Westport | CFP | Percentage of assets |
| Timothy Ozanne | Firethorn Capital | Westport | Not listed | Percentage of assets, Flat fee or retainer |
| James Boyle | Plan First Wealth | Greenwich | CFP | Percentage of assets |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Lily Taft | Main Street Research | Lakeville | CFA | Percentage of assets |
| 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 |
| Ruth Gretz | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Steven Bokoff | Thames Financial Management | Norwich | CFP | Percentage of assets, Hourly |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Michael Grennan | Charter Research & Investment Group | Southport | CFA | Percentage of assets, Fixed fees |
| Aaron Stern | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Andrew Sawyer | Thames Financial Management | Norwich | CFA | Percentage of assets, Hourly |
| Benjamin Armellini | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Bridget Johanson | Main Street Research | Greenwich | Not listed | Percentage of assets |
| Elizabeth Baldassari | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Emily Slama | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Francis Carpentier | Mullaney, Keating & Wright | Middletown | CFP | Percentage of assets, Hourly |
| Henrique Cataldi | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacob Margo | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacob Swartz | Main Street Research | Lakeville | Not listed | Percentage of assets |
| James Demmert | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Janelle Durbin | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jason Bear | Compass Wealth Management | Guilford | CFA | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| Michael Roy | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Sondag | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Panfilo Guglielmi | Advanced Capital Advisors, LLC | Glastonbury | CFP, CPA/PFS | Percentage of assets, Hourly |
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