Hourly financial advisors in Connecticut
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Elizabeth Cox Merit Financial Partners, LLC, Westport Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Jean-Francis Lopez de Valdivia Fleurus Investment Advisory, LLC, Weston Holds the CFP and CFA. Fees on file: percentage of assets.
- J. David Principe SAGEbroadview Wealth Management, LLC, Farmington Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Daniel Granucci Iron Path Wealth Management, Inc., Sandy Hook Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Panfilo Guglielmi Advanced Capital Advisors, LLC, Glastonbury 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.
By the numbers
- Advisors listed
- 230
- Firms
- 110
- Cities
- 56
- Hold the CFP
- 39%
- Other credentials: CFA 10% · CPA 2% · EA 1%
- How they charge (of 230 with fees on file): percentage of assets 92% · hourly 86% · fixed fees 68% · ongoing planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
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.
All 230 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| 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 |
| Jean-Francis Lopez de Valdivia | Fleurus Investment Advisory, LLC | Weston | CFA, CFP | Percentage of assets |
| Joseph Curran | Breachway Investments | West Hartford | CFP, CRPC | Percentage of assets, Ongoing planning fee |
| 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 |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| 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 |
| Robert Leahy | MFC Portfolios | Darien | CFP, ChFC | Hourly |
| 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 |
| Kayse Kress | DocsFP | Newington | CFP | Hourly, One-time planning fee |
| 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 |
| Ronald Milone | Heritage Capital | New Haven | CFP | Percentage of assets |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | 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 |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Kevin Regan | Crionna Wealth | Cheshire | 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 |
| 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 |
| Steven Bokoff | Thames Financial Management | Norwich | CFP | Percentage of assets, Hourly |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Cathleen Keane | Haviland & Sams | Farmington | CFP | Hourly, Fixed fees |
| Charles Tricomi | Greenwich Wealth Management | Greenwich | CFP, CFA | Percentage of assets, Hourly |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| Andrew Sawyer | Thames Financial Management | Norwich | CFA | Percentage of assets, Hourly |
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