Advisors for over $3 million in Connecticut
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Charles Tricomi Greenwich Wealth Management, Greenwich Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- James Reynolds HFM Wealth Management, West Hartford Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- William Kennedy RiskBridge Advisors, Norwalk Holds the CFA. Fees on file: percentage of assets, hourly.
- John Zaro Bourgeon Capital Management, Darien Holds the CFA. Fees on file: percentage of assets, fixed fees.
- Eric Meermann Palisades Hudson Financial Group, Stamford Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Richard Shaw QVM Group, South Glastonbury Fees on file: hourly, flat fee or retainer.
By the numbers
- Advisors listed
- 38
- Firms
- 9
- Cities
- 7
- Hold the CFP
- 8%
- Other credentials: CFA 16%
- How they charge (of 38 with fees on file): percentage of assets 97% · hourly 76% · fixed fees 74% · performance-based fees 13%
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 over $3 million by state
Questions about advisors for over $3 million
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.
All 38 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Charles Tricomi | Greenwich Wealth Management | Greenwich | CFP, CFA | Percentage of assets, Hourly |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| John Zaro | Bourgeon Capital Management | Darien | CFA | Percentage of assets, Fixed fees |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Clay Skurdal | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Craig Pfeiffer | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Joshua Kaufman | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Michael Fredericks | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Paul Lynch | Greenwich Wealth Management | Greenwich | CFA | Percentage of assets, Hourly |
| Ryan Bolanos | RiskBridge Advisors | Norwalk | Not listed | Percentage of assets, Hourly |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| John Mallozzi | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Rafael Quiros | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Richard Hall | Bourgeon Capital Management | Darien | Not listed | Percentage of assets, Fixed fees |
| Bradley Riccardi | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Christopher Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Daniel Sullivan | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Denton Jones | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Francis Gilbride | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Harriet Parker | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Harry Figgie | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Jackson Kleinert | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Robert Longsworth | Greenwich Wealth Management | Greenwich | Not listed | Percentage of assets, Hourly |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| William Nichols | PUREfi Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Richard Shaw | QVM Group | South Glastonbury | Not listed | Hourly, Flat fee or retainer |
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