Virtual financial advisors in Connecticut
How do I find fee-only advisors who work with clients virtually in Connecticut?
In Connecticut, look for a fee-only advisor who works by video and shared documents, so your city doesn't limit your choice. Check they're registered to advise in your state. Records to start with include Jean-Francis Lopez de Valdivia of Fleurus Investment Advisory, LLC, J. David Principe of SAGEbroadview Wealth Management, LLC and Alexandra Rooney of Main Street Research.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- Alexandra Rooney Main Street Research, Lakeville Holds the CFP. Fees on file: percentage of assets.
- Lazetta Braxton The Real Wealth Coterie, New Haven Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Kayse Kress DocsFP, Newington Holds the CFP. Fees on file: hourly, one-time planning fee.
- Sarah Maskill Financial Answers, Ellington Holds the CFP. Fees on file: hourly, one-time planning fee.
By the numbers
- Advisors listed
- 43
- Firms
- 18
- Cities
- 16
- Hold the CFP
- 42%
- Other credentials: CFA 9% · CPA 2% · ChFC 2%
- How they charge (of 43 with fees on file): percentage of assets 91% · hourly 19% · ongoing planning fee 19% · fixed fees 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Virtual financial advisors by state
- California (175)
- Texas (105)
- Florida (89)
- Virginia (71)
- North Carolina (67)
- Colorado (66)
- Illinois (58)
- Ohio (46)
- Pennsylvania (46)
- Oregon (44)
- Massachusetts (43)
- Georgia (40)
- New York (40)
- Arizona (38)
- Maryland (36)
- Washington (35)
- Michigan (33)
- Wisconsin (33)
- Tennessee (28)
- Missouri (27)
- Iowa (26)
- Minnesota (26)
- South Carolina (26)
Questions about virtual financial advisors
How many fee-only advisors who work with clients virtually in Connecticut are there?
The Wellspent public graph lists 43 fee-only advisors who work with clients virtually in Connecticut, at 18 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who work with clients virtually in Connecticut located?
Of the 43 fee-only advisors who work with clients virtually in Connecticut, 18 are in Lakeville, followed by 6 in Greenwich and 3 in Stamford.
How do fee-only advisors who work with clients virtually in Connecticut charge?
The most common fee among fee-only advisors who work with clients virtually in Connecticut is a percentage of assets, used by 91% of the 43 with fees on file. Many use more than one: 19% charge by the hour and 19% charge an ongoing planning fee.
How many fee-only advisors who work with clients virtually in Connecticut hold the CFP?
42% of the 43 fee-only advisors who work with clients virtually 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 work with clients virtually?
We count an advisor here when their firm's website says they work with clients virtually.
What should I ask fee-only advisors who work with clients virtually in Connecticut?
Are you registered in my state? How do we share documents securely? How often do we meet, and how? Can we ever meet in person?
How current is this list of fee-only advisors who work with clients virtually 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 43 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 |
| 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 |
| Jean-Francis Lopez de Valdivia | Fleurus Investment Advisory, LLC | Weston | CFA, CFP | Percentage of assets |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| Sarah Maskill | Financial Answers | Ellington | CFP | Hourly, One-time planning fee |
| Alexandra Rooney | Main Street Research | Lakeville | CFP | Percentage of assets |
| Andrew Marchionni | Main Street Research | Lakeville | CFP | Percentage of assets |
| Kayse Kress | DocsFP | Newington | CFP | Hourly, One-time planning fee |
| Matthew Northrop | Main Street Research | Greenwich | CFP | Percentage of assets |
| Natalie McMahon | Main Street Research | Lakeville | CFP | Percentage of assets |
| Peter Fiorita | Main Street Research | Lakeville | CFP | Percentage of assets |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | Percentage of assets |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| Lily Taft | Main Street Research | Lakeville | CFA | Percentage of assets |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Aaron Stern | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Benjamin Armellini | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Bridget Johanson | Main Street Research | Greenwich | Not listed | Percentage of assets |
| Elizabeth Baldassari | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Emily Slama | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Henrique Cataldi | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacob Margo | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Jacob Swartz | Main Street Research | Lakeville | Not listed | Percentage of assets |
| James Demmert | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Janelle Durbin | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Roy | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Michael Sondag | Main Street Research | Lakeville | Not listed | Percentage of assets |
| 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 |
| Roman LeFebure | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Stephanie Andersen | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Alexander Tucker | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Daniel Portnoy | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Jeffrey Evans | Greenwich Advisors | Greenwich | Not listed | Percentage of assets |
| Kavita Rathi | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Stephen Tanner | Granite Hill Capital Management | Ridgefield | CFA | Percentage of assets, Hourly |
| Vikram Kaul | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Deborah King | Asset Management Associates | South Windsor | Not listed | Percentage of assets, Hourly |
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