Flat-fee financial advisors in Connecticut
How do I find fee-only advisors who charge flat or fixed fees in Connecticut?
In Connecticut, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include J. David Principe of SAGEbroadview Wealth Management, LLC, Elizabeth Cox of Merit Financial Partners, LLC and Mark Briggs of Briggs Wealth Management, Inc..
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.
- 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.
- Eric Powers TOP Private Wealth, Glastonbury Holds the CFP and EA. 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.
- Charles Tricomi Greenwich Wealth Management, Greenwich Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 304
- Firms
- 125
- Cities
- 53
- Hold the CFP
- 37%
- Other credentials: CFA 11% · CPA 1% · EA 1%
- How they charge (of 304 with fees on file): percentage of assets 93% · fixed fees 84% · hourly 54% · performance-based fees 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
How many fee-only advisors who charge flat or fixed fees in Connecticut are there?
The Wellspent public graph lists 304 fee-only advisors who charge flat or fixed fees in Connecticut, at 125 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge flat or fixed fees in Connecticut located?
Of the 304 fee-only advisors who charge flat or fixed fees in Connecticut, 34 are in Stamford, followed by 25 in Glastonbury and 24 in Westport.
How do fee-only advisors who charge flat or fixed fees in Connecticut charge?
The most common fee among fee-only advisors who charge flat or fixed fees in Connecticut is a percentage of assets, used by 93% of the 304 with fees on file. Many use more than one: 84% charge fixed fees and 54% charge by the hour.
How many fee-only advisors who charge flat or fixed fees in Connecticut hold the CFP?
37% of the 304 fee-only advisors who charge flat or fixed fees in Connecticut hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees?
We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets.
What should I ask fee-only advisors who charge flat or fixed fees in Connecticut?
What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees?
How current is this list of fee-only advisors who charge flat or fixed fees 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 304 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Allison Donaldson | HTG Investment Advisors Inc. | New Canaan | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| Devon Rauth | North Haven Financial LLC | Suffield | CFP, TPCP | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| Brant Root | Firethorn Capital | Westport | CFP | Percentage of assets, Flat fee or retainer |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Cooper Smith | Carnegie Investment Counsel | Stamford | 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 |
| Sarah Maskill | Financial Answers | Ellington | CFP | Hourly, One-time planning fee |
| Youxi Liu | Upstart Wealth Management | East Haddam | CFP, PFS | Percentage of assets, 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 |
| 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 |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | 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 |
| Brendan McEwan | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Carl Zuckerberg | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Cassandra McKnight | Stash Wealth | Norwalk | CFP | Percentage of assets, One-time planning fee |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| James Boyle | Plan First Wealth | Greenwich | CFP | Percentage of assets |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Lauren Rowland | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Louis Nistico | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| 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 |
| Sally Kennedy | Real Financial Planning | Guilford | CFP | Hourly, Fixed fees |
| Spencer Cooper | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| 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 |
| Cathleen Keane | Haviland & Sams | Farmington | CFP | Hourly, Fixed fees |
| Charles Tricomi | Greenwich Wealth Management | Greenwich | CFP, CFA | Percentage of assets, Hourly |
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