# Advisors for over $3 million in Connecticut > In Connecticut, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Charles Tricomi of Greenwich Wealth Management, James Reynolds of HFM Wealth Management and William Kennedy of RiskBridge Advisors. Page: https://find.wellspent.co/by/financial-advisors-over-3-million/connecticut/ 38 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 over $3 million in Connecticut? In Connecticut, look for a fee-only firm that already serves clients your size and has tax and estate depth on the team. Ask how the fee scales, because a small difference in percentage is large in dollars. Records to start with include Charles Tricomi of Greenwich Wealth Management, James Reynolds of HFM Wealth Management and William Kennedy of RiskBridge Advisors. ## How many fee-only advisors for over $3 million in Connecticut are there? The Wellspent public graph lists 38 fee-only advisors for over $3 million in Connecticut, at 9 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is over $3 million. ## Where are fee-only advisors for over $3 million in Connecticut located? Of the 38 fee-only advisors for over $3 million in Connecticut, 11 are in Greenwich, followed by 10 in Stamford and 6 in Norwalk. ## How do fee-only advisors for over $3 million in Connecticut charge? The most common fee among fee-only advisors for over $3 million in Connecticut is a percentage of assets, used by 97% of the 38 with fees on file. Many use more than one: 76% charge by the hour and 74% charge fixed fees. ## How many fee-only advisors for over $3 million in Connecticut hold the CFP? 8% of the 38 fee-only advisors for over $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 over $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 over $3 million in Connecticut? What would I pay in dollars each year on my balance? Who on your team handles tax and estate work? How many clients my size do you serve? How do you handle private investments? ## How current is this list of fee-only advisors for over $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 | |---|---|---|---|---| | [James Reynolds](https://find.wellspent.co/advisors/james-reynolds.md) | HFM Wealth Management | West Hartford, Connecticut | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Tricomi](https://find.wellspent.co/advisors/charles-tricomi.md) | Greenwich Wealth Management | Greenwich, Connecticut | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Eric Meermann](https://find.wellspent.co/advisors/eric-meermann.md) | Palisades Hudson Financial Group | Stamford, Connecticut | CFP | Percentage of assets, Fixed fees | | [William Kennedy](https://find.wellspent.co/advisors/william-kennedy.md) | RiskBridge Advisors | Norwalk, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Christopher Pierce](https://find.wellspent.co/advisors/christopher-pierce.md) | HFM Wealth Management | West Hartford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [John Zaro](https://find.wellspent.co/advisors/john-zaro.md) | Bourgeon Capital Management | Darien, Connecticut | CFA | Percentage of assets, Fixed fees | | [Julie Jason](https://find.wellspent.co/advisors/julie-jason.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Michael Tenreiro](https://find.wellspent.co/advisors/michael-tenreiro.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Robert Carroll](https://find.wellspent.co/advisors/robert-carroll.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Ryan Flynn](https://find.wellspent.co/advisors/ryan-flynn.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Clay Skurdal](https://find.wellspent.co/advisors/clay-skurdal.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Craig Pfeiffer](https://find.wellspent.co/advisors/craig-pfeiffer.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Joshua Kaufman](https://find.wellspent.co/advisors/joshua-kaufman.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Michael Fredericks](https://find.wellspent.co/advisors/michael-fredericks.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Paul Lynch](https://find.wellspent.co/advisors/paul-lynch.md) | Greenwich Wealth Management | Greenwich, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Ryan Bolanos](https://find.wellspent.co/advisors/ryan-bolanos.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Eric Anderson](https://find.wellspent.co/advisors/eric-anderson.md) | HFM Wealth Management | Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jen Nowitzke](https://find.wellspent.co/advisors/jen-nowitzke.md) | HFM Wealth Management | West Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Garskof](https://find.wellspent.co/advisors/jeremy-garskof.md) | HFM Wealth Management | West Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [John Mallozzi](https://find.wellspent.co/advisors/john-mallozzi.md) | Bourgeon Capital Management | Darien, Connecticut | | Percentage of assets, Fixed fees | | [Kevin Quiros](https://find.wellspent.co/advisors/kevin-quiros.md) | HFM Wealth Management | West Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Rafael Quiros](https://find.wellspent.co/advisors/rafael-quiros.md) | HFM Wealth Management | Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Richard Hall](https://find.wellspent.co/advisors/richard-hall.md) | Bourgeon Capital Management | Darien, Connecticut | | Percentage of assets, Fixed fees | | [Bradley Riccardi](https://find.wellspent.co/advisors/bradley-riccardi.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Christopher Parker](https://find.wellspent.co/advisors/christopher-parker.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Daniel Sullivan](https://find.wellspent.co/advisors/daniel-sullivan-4252493.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Denton Jones](https://find.wellspent.co/advisors/denton-jones.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Evan Finkel](https://find.wellspent.co/advisors/evan-finkel.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Francis Gilbride](https://find.wellspent.co/advisors/francis-gilbride.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Harriet Parker](https://find.wellspent.co/advisors/harriet-parker.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Harry Figgie](https://find.wellspent.co/advisors/harry-figgie.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jackson Kleinert](https://find.wellspent.co/advisors/jackson-kleinert.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [John Sullivan](https://find.wellspent.co/advisors/john-sullivan-7227095.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Matthew Stevens](https://find.wellspent.co/advisors/matthew-stevens.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Robert Longsworth](https://find.wellspent.co/advisors/robert-longsworth.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Thomas Roth](https://find.wellspent.co/advisors/thomas-roth.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [William Nichols](https://find.wellspent.co/advisors/william-nichols.md) | PUREfi Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Richard Shaw](https://find.wellspent.co/advisors/richard-shaw.md) | QVM Group | South Glastonbury, Connecticut | | Hourly, Flat fee or retainer | ## 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).