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Advisors for under $500,000 in Connecticut

All 150 advisors

Advisors for under $500,000 in Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
James Davis Capital Planning Consultants Cromwell ChFC Percentage of assets, Hourly
Jason Kish Grey Ledge Advisors Guilford CFA Percentage of assets, Hourly
John Burzenski Grey Ledge Advisors Guilford PFS Percentage of assets, Hourly
Matthew Walston Strategic Financial South Windsor PFS Percentage of assets, Hourly
Richard Kos Sursum Financial Madison CFA Percentage of assets, Hourly
Wallace Jones WJ Financial Advisors Killingworth CFA Percentage of assets, Hourly
Arthur Norton Araglan Capital Management Stamford Not listed Percentage of assets, Hourly
Barbara Buzzelli Diastole Wealth Management Guilford Not listed Percentage of assets
Brandon LaChance WJ Financial Advisors Killingworth Not listed Percentage of assets, Hourly
Brant Walker Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Brett Howard Howard Wealth Management Norwalk Not listed Percentage of assets, Hourly
Bryan Murphy Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Charles Reagle Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Chase Withrow Mighty Oak Management Easton Not listed Percentage of assets, Hourly
Colleen Venter Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Dante Bailey WJ Financial Advisors Killingworth Not listed Percentage of assets, Hourly
Darren Tapley New England Capital Financial Advisors Cheshire Not listed Percentage of assets, Hourly
David Schubach Integrity Financial Advisors Tolland Not listed Percentage of assets
Elizabeth Cook Diastole Wealth Management Guilford Not listed Percentage of assets
Elizabeth Eden Diastole Wealth Management Guilford Not listed Percentage of assets
Eniko Mikle Diastole Wealth Management Guilford Not listed Percentage of assets
Ethan Eden Diastole Wealth Management Guilford Not listed Percentage of assets
Harrinson Agudelo-Rios Finmas Capital Stamford Not listed Percentage of assets, Fixed fees
Jack Brown Morgan House Capital East Granby Not listed Percentage of assets, Fixed fees
James Barchiesi Polymath Capital Advisors, LLC. Glastonbury Not listed Percentage of assets, Fixed fees
James Mitchell Mighty Oak Management Easton Not listed Percentage of assets, Hourly
James Osborn Envest Asset Management Ridgefield Not listed Percentage of assets, Hourly
Jason Arena Investmark Advisory Group Shelton Not listed Percentage of assets, Hourly
Jennifer O'Brien Diastole Wealth Management Guilford Not listed Percentage of assets
John McCauley Mccauley Investments Advisors Guilford Not listed Percentage of assets, Hourly
John Witek Sladek & Witek Trumbull Not listed Percentage of assets, Hourly
Joseph Giaccone WJ Financial Advisors Killingworth Not listed Percentage of assets, Hourly
Joseph Padellaro Northmont Wealth Management West Hartford Not listed Percentage of assets, Hourly
Joseph Sladek Sladek & Witek Trumbull Not listed Percentage of assets, Hourly
Laurie Tomlinson Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Luke Arnone Barron Financial Group Torrington Not listed Percentage of assets, Hourly
Michael Sylvester Fulcrum Wealth Management New Milford Not listed Percentage of assets, Hourly
Peter Salzman Salzman Financial Management Bethel Not listed Percentage of assets
Philip Reynolds Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Richard Branchaud Your Choice Financial Bristol Not listed Percentage of assets
Robert Ignagni Strategic Financial South Windsor Not listed Percentage of assets, Hourly
Sam Shehu Shehu Asset Management Southbury Not listed Percentage of assets
Sandra Thibault Barron Financial Group Torrington Not listed Percentage of assets, Hourly
Scott Albraccio Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Scott Williams Investmark Advisory Group Shelton Not listed Percentage of assets, Hourly
Stephen Jordan Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Stephen Landa Mighty Oak Management Easton Not listed Percentage of assets, Hourly
Steven Johnson Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Thomas Childs DJG Financial Services Darien Not listed Percentage of assets, Hourly
Tyler Linforth Compass Rose Strategic Partners Waterford Not listed Percentage of assets, Hourly