Advisors for under $500,000 in Connecticut
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Kip Paulson of Paulson Private Wealth, Sunil Sharma of Proyash Capital Management and Lukasz Thieme of Waypoint Financial.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Kip Paulson Paulson Private Wealth, Norwalk Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Sunil Sharma Proyash Capital Management, Darien Holds the CFP and CFA. Fees on file: percentage of assets.
- Lukasz Thieme Waypoint Financial, Weston Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Eric Powers TOP Private Wealth, Glastonbury Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Daniel Granucci Iron Path Wealth Management, Inc., Sandy Hook Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Joseph Depatie Diastole Wealth Management, Guilford Holds the CFP and CFA. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 150
- Firms
- 83
- Cities
- 49
- Hold the CFP
- 38%
- Other credentials: CFA 11% · EA 1% · ChFC 2%
- How they charge (of 150 with fees on file): percentage of assets 94% · fixed fees 61% · hourly 52% · ongoing planning fee 9%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Connecticut are there?
The Wellspent public graph lists 150 fee-only advisors for under $500,000 in Connecticut, at 83 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Connecticut located?
Of the 150 fee-only advisors for under $500,000 in Connecticut, 18 are in Glastonbury, followed by 16 in Guilford and 10 in Wilton.
How do fee-only advisors for under $500,000 in Connecticut charge?
The most common fee among fee-only advisors for under $500,000 in Connecticut is a percentage of assets, used by 94% of the 150 with fees on file. Many use more than one: 61% charge fixed fees and 52% charge by the hour.
How many fee-only advisors for under $500,000 in Connecticut hold the CFP?
38% of the 150 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Connecticut?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 150 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Devon Rauth | North Haven Financial LLC | Suffield | CFP, TPCP | Percentage of assets, Flat fee or retainer |
| Jeffrey Mehler | Jeffrey N. Mehler, CFP LLC | Essex | BS, CFP, MBA | Percentage of assets, Hourly |
| Karen Ogden | Envest Asset Management, LLC | Ridgefield | CFP, MBA, BS, CPWA | Percentage of assets, Hourly |
| Marc Lowe | In The Money Retirement Planning | Waterford | CFP | Percentage of assets, Hourly |
| Daniel Granucci | Iron Path Wealth Management, Inc. | Sandy Hook | CFA, CFP | Percentage of assets, Hourly |
| Joseph Curran | Breachway Investments | West Hartford | CFP, CRPC | Percentage of assets, Ongoing planning fee |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| Richard LoPresti | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Ryan Morrissey | Morrissey Wealth Management | North Haven | CFP | One-time planning fee, Ongoing planning fee |
| Bert Bowler | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| John Planell | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| Kayse Kress | DocsFP | Newington | CFP | Hourly, One-time planning fee |
| Clifford Straub | Lifestyle Financial Strategies | Middletown | CFP | Percentage of assets |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | Percentage of assets |
| Cassandra McKnight | Stash Wealth | Norwalk | CFP | Percentage of assets, One-time planning fee |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| Kevin Regan | Crionna Wealth | Cheshire | CFP | Percentage of assets, Hourly |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Bria Comer | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Carlos Henriques | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Danielle Francini | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Makenna Flagg | Makenna & Company | Darien | CFP | Percentage of assets, Fixed fees |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Michael Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Olivia Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Timothy Miller | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| William Pfeiffer | RidgePoint Wealth Advisors | Tolland | CFP | Percentage of assets, Fixed fees |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Charles Green | Springboard Asset Management, LLC | Cheshire | CFP | Percentage of assets, Fixed fees |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Eric Powers | TOP Private Wealth | Glastonbury | CFP, EA | Percentage of assets, Hourly |
| Gabriel Nardi | Tadpole Investments | Stamford | CFA | Percentage of assets, Hourly |
| Jeffrey Shaw | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Smith | Parker Wealth Management | Windsor | CFP | Percentage of assets, Hourly |
| Morris Armstrong | Crionna Wealth | Cheshire | ChFC | Percentage of assets, Hourly |
| Nicholas Roy | Somnio Financial Group | Glastonbury | CFP | Percentage of assets, Ongoing planning fee |
| Robert Roy | Somnio Financial Group | Glastonbury | CFP, ChFC | Percentage of assets, Ongoing planning fee |
| Scott Dynan | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Timothy Baker | WEALTHSHAPE, LLC | West Hartford | CFP, MBA | Percentage of assets, Hourly |
| Timothy Baker | Metric Financial | Simbury | CFA | Percentage of assets, One-time planning fee |
| Carrie Fitzpatrick | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| James Rice | JQRCapital | West Hartford | CFA | Percentage of assets, Hourly |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes