# Hourly financial advisors in Connecticut > In Connecticut, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC and J. David Principe of SAGEbroadview Wealth Management, LLC. Page: https://find.wellspent.co/by/hourly-financial-advisors/connecticut/ 230 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 who charge by the hour in Connecticut? In Connecticut, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC and J. David Principe of SAGEbroadview Wealth Management, LLC. ## How many fee-only advisors who charge by the hour in Connecticut are there? The Wellspent public graph lists 230 fee-only advisors who charge by the hour in Connecticut, at 110 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge by the hour in Connecticut located? Of the 230 fee-only advisors who charge by the hour in Connecticut, 21 are in Greenwich, followed by 18 in Farmington and 17 in Westport. ## How do fee-only advisors who charge by the hour in Connecticut charge? The most common fee among fee-only advisors who charge by the hour in Connecticut is a percentage of assets, used by 92% of the 230 with fees on file. Many use more than one: 86% charge by the hour and 68% charge fixed fees. ## How many fee-only advisors who charge by the hour in Connecticut hold the CFP? 39% of the 230 fee-only advisors who charge by the hour 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 by the hour? We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour. ## What should I ask fee-only advisors who charge by the hour in Connecticut? What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later? ## How current is this list of fee-only advisors who charge by the hour 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 | |---|---|---|---|---| | [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Christopher Annello](https://find.wellspent.co/advisors/christopher-annello.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP | Ongoing planning fee | | [Elizabeth Cox](https://find.wellspent.co/advisors/elizabeth-cox.md) | Merit Financial Partners, LLC | Westport, Connecticut | CFP, CPA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [J. David Principe](https://find.wellspent.co/advisors/j-david-principe.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee | | [Jeffrey Mehler](https://find.wellspent.co/advisors/jeffrey-mehler.md) | Jeffrey N. Mehler, CFP LLC | Essex, Connecticut | BS, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Karen Ogden](https://find.wellspent.co/advisors/karen-ogden.md) | Envest Asset Management, LLC | Ridgefield, Connecticut | CFP, MBA, BS, CPWA | Percentage of assets, Hourly, Fixed fees | | [Marc Lowe](https://find.wellspent.co/advisors/marc-lowe.md) | In The Money Retirement Planning | Waterford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Granucci](https://find.wellspent.co/advisors/daniel-granucci.md) | Iron Path Wealth Management, Inc. | Sandy Hook, Connecticut | CFA, CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Jean-Francis Lopez de Valdivia](https://find.wellspent.co/advisors/jean-francis-lopez-de-valdivia.md) | Fleurus Investment Advisory, LLC | Weston, Connecticut | CFA, CFP | Percentage of assets | | [Joseph Curran](https://find.wellspent.co/advisors/joseph-curran.md) | Breachway Investments | West Hartford, Connecticut | CFP, CRPC | Percentage of assets, Ongoing planning fee, Hourly | | [Brant Root](https://find.wellspent.co/advisors/brant-root.md) | Firethorn Capital | Westport, Connecticut | CFP | Percentage of assets, Flat fee or retainer | | [Lazetta Braxton](https://find.wellspent.co/advisors/lazetta-braxton.md) | The Real Wealth Coterie | New Haven, Connecticut | CFP | Ongoing planning fee, Percentage of assets | | [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly | | [Cooper Smith](https://find.wellspent.co/advisors/cooper-smith.md) | Carnegie Investment Counsel | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Danielle Barbato](https://find.wellspent.co/advisors/danielle-barbato.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer | | [John Bubello](https://find.wellspent.co/advisors/john-bubello.md) | Compass Retirement | Old Saybrook, Connecticut | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Richard LoPresti](https://find.wellspent.co/advisors/richard-lopresti.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer | | [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy.md) | MFC Portfolios | Darien, Connecticut | CFP, ChFC | Hourly | | [Ryan Morrissey](https://find.wellspent.co/advisors/ryan-morrissey.md) | Morrissey Wealth Management | North Haven, Connecticut | CFP | One-time planning fee, Ongoing planning fee | | [Sarah Maskill](https://find.wellspent.co/advisors/sarah-maskill.md) | Financial Answers | Ellington, Connecticut | CFP | Hourly, One-time planning fee | | [Youxi Liu](https://find.wellspent.co/advisors/youxi-liu.md) | Upstart Wealth Management | East Haddam, Connecticut | CFP, PFS | Percentage of assets, Ongoing planning fee | | [Kayse Kress](https://find.wellspent.co/advisors/kayse-kress.md) | DocsFP | Newington, Connecticut | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Charles Kreitler](https://find.wellspent.co/advisors/charles-kreitler.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets | | [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson.md) | Telos Partners | Avon, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Ness](https://find.wellspent.co/advisors/jacob-ness.md) | Kreitler Financial | New Haven, Connecticut | CFP | Percentage of assets | | [Ronald Milone](https://find.wellspent.co/advisors/ronald-milone.md) | Heritage Capital | New Haven, Connecticut | CFP | Percentage of assets | | [Ross Riskin](https://find.wellspent.co/advisors/ross-riskin.md) | Riskin Wealth Management | Newtown, Connecticut | PFS | Percentage of assets | | [Timothy Ozanne](https://find.wellspent.co/advisors/timothy-ozanne.md) | Firethorn Capital | Westport, Connecticut | | Percentage of assets, Flat fee or retainer | | [Brendan McEwan](https://find.wellspent.co/advisors/brendan-mcewan.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Carl Zuckerberg](https://find.wellspent.co/advisors/carl-zuckerberg.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Corrin Burke](https://find.wellspent.co/advisors/corrin-burke.md) | Successful Wealth Strategies | Canton, Connecticut | CFP | Hourly, Ongoing planning fee | | [James Reynolds](https://find.wellspent.co/advisors/james-reynolds.md) | HFM Wealth Management | West Hartford, Connecticut | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Kevin Brady](https://find.wellspent.co/advisors/kevin-brady.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Regan](https://find.wellspent.co/advisors/kevin-regan.md) | Crionna Wealth | Cheshire, Connecticut | CFP | Percentage of assets, Hourly | | [Lauren Rowland](https://find.wellspent.co/advisors/lauren-rowland.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Louis Nistico](https://find.wellspent.co/advisors/louis-nistico.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Richard Hammond](https://find.wellspent.co/advisors/richard-hammond.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Ruth Gretz](https://find.wellspent.co/advisors/ruth-gretz.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Sally Kennedy](https://find.wellspent.co/advisors/sally-kennedy.md) | Real Financial Planning | Guilford, Connecticut | CFP | Hourly, Fixed fees | | [Spencer Cooper](https://find.wellspent.co/advisors/spencer-cooper.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Bokoff](https://find.wellspent.co/advisors/steven-bokoff.md) | Thames Financial Management | Norwich, Connecticut | CFP | Percentage of assets, Hourly | | [Brian Williams](https://find.wellspent.co/advisors/brian-williams.md) | Northshire Consulting | Southington, Connecticut | | Ongoing planning fee, Percentage of assets | | [Cathleen Keane](https://find.wellspent.co/advisors/cathleen-keane.md) | Haviland & Sams | Farmington, Connecticut | CFP | 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 | | [Dennis Tucker](https://find.wellspent.co/advisors/dennis-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | CFA | Percentage of assets | | [Dwayne Tyril](https://find.wellspent.co/advisors/dwayne-tyril.md) | Kreitler Financial | New Haven, Connecticut | CFA | Percentage of assets | | [Matthew Fernandez](https://find.wellspent.co/advisors/matthew-fernandez.md) | Morrissey Wealth Management | North Haven, Connecticut | | One-time planning fee, Ongoing planning fee | | [Michael Mezheritskiy](https://find.wellspent.co/advisors/michael-mezheritskiy.md) | Milestone Asset Management Group | Avon, Connecticut | | Flat fee or retainer | | [William Kennedy](https://find.wellspent.co/advisors/william-kennedy.md) | RiskBridge Advisors | Norwalk, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Andrew Sawyer](https://find.wellspent.co/advisors/andrew-sawyer.md) | Thames Financial Management | Norwich, Connecticut | CFA | Percentage of assets, Hourly | Showing the first 50 of 230. The full list, page by page: https://find.wellspent.co/by/hourly-financial-advisors/connecticut/?page=2 ## 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).