# Fee-only financial advisors in Connecticut, United States > Fee-only advisors in Stamford, Greenwich and Westport, plus 67 other cities. The Wellspent public graph lists 417 fee-only financial advisors serving Connecticut at 181 firms, most in Stamford, Westport and Greenwich. 33% hold the CFP certification. Of the 414 with fees on file, 95% charge percentage of assets. Page: https://find.wellspent.co/locations/us/connecticut/ 417 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. Order reflects the directory, not payment; there are no sponsored listings. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee | | [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 | | [Devon Rauth](https://find.wellspent.co/advisors/devon-rauth.md) | North Haven Financial LLC | Suffield, Connecticut | CFP, TPCP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time 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 | | [Alexandra Rooney](https://find.wellspent.co/advisors/alexandra-rooney.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Andrew Marchionni](https://find.wellspent.co/advisors/andrew-marchionni.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Bert Bowler](https://find.wellspent.co/advisors/bert-bowler.md) | Round Rock Advisors | Wilton, Connecticut | CFP | Percentage of assets, Fixed fees | | [John Planell](https://find.wellspent.co/advisors/john-planell.md) | Round Rock Advisors | Wilton, Connecticut | CFP | Percentage of assets, Fixed fees | | [Kayse Kress](https://find.wellspent.co/advisors/kayse-kress.md) | DocsFP | Newington, Connecticut | CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Matthew Northrop](https://find.wellspent.co/advisors/matthew-northrop.md) | Main Street Research | Greenwich, Connecticut | CFP | Percentage of assets | | [Natalie McMahon](https://find.wellspent.co/advisors/natalie-mcmahon.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Peter Fiorita](https://find.wellspent.co/advisors/peter-fiorita.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [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 | | [Clifford Straub](https://find.wellspent.co/advisors/clifford-straub.md) | Lifestyle Financial Strategies | Middletown, Connecticut | CFP | Percentage of assets | | [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 | | [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas.md) | Greenhouse Wealth Management | Westport, Connecticut | CFP | 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 | | [Cassandra McKnight](https://find.wellspent.co/advisors/cassandra-mcknight.md) | Stash Wealth | Norwalk, Connecticut | CFP | Percentage of assets, One-time planning fee | | [Christopher Gunster](https://find.wellspent.co/advisors/christopher-gunster.md) | Fidelis Capital | Greenwich, Connecticut | CFA | Percentage of assets, Fixed fees | | [Corrin Burke](https://find.wellspent.co/advisors/corrin-burke.md) | Successful Wealth Strategies | Canton, Connecticut | CFP | Hourly, Ongoing planning fee | | [James Boyle](https://find.wellspent.co/advisors/james-boyle.md) | Plan First Wealth | Greenwich, Connecticut | CFP | Percentage of assets | | [James Cook](https://find.wellspent.co/advisors/james-cook.md) | JC Capital Advisors Group | Stamford, Connecticut | CFP | Percentage of assets | | [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 | | [Lily Taft](https://find.wellspent.co/advisors/lily-taft.md) | Main Street Research | Lakeville, Connecticut | CFA | Percentage of assets | | [Louis Nistico](https://find.wellspent.co/advisors/louis-nistico.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Lynda Kommel-Browne](https://find.wellspent.co/advisors/lynda-kommel-browne.md) | Round Rock Advisors | Wilton, Connecticut | CFA | Percentage of assets, Fixed fees | | [Martha Kern](https://find.wellspent.co/advisors/martha-kern.md) | Plan First Wealth | Greenwich, Connecticut | CFP, ChFC | Percentage of assets | | [Omar Dinar](https://find.wellspent.co/advisors/omar-dinar.md) | Riehl, Dinar & Associates | Stamford, Connecticut | | Percentage of assets | | [Radford Brogden](https://find.wellspent.co/advisors/radford-brogden.md) | Compass Wealth Management | Guilford, Connecticut | CFP | Percentage of assets, 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 | | [Anna Case](https://find.wellspent.co/advisors/anna-case.md) | Founders Capital Management | Hartford, Connecticut | CFP | Percentage of assets | | [Bria Comer](https://find.wellspent.co/advisors/bria-comer.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Brian Williams](https://find.wellspent.co/advisors/brian-williams.md) | Northshire Consulting | Southington, Connecticut | | Ongoing planning fee, Percentage of assets | | [Carlos Henriques](https://find.wellspent.co/advisors/carlos-henriques.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [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 | | [Danielle Francini](https://find.wellspent.co/advisors/danielle-francini.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, 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 | | [Eric Meermann](https://find.wellspent.co/advisors/eric-meermann.md) | Palisades Hudson Financial Group | Stamford, Connecticut | CFP | Percentage of assets, Fixed fees | | [Makenna Flagg](https://find.wellspent.co/advisors/makenna-flagg.md) | Makenna & Company | Darien, Connecticut | CFP | Percentage of assets, Fixed fees | | [Matthew Fernandez](https://find.wellspent.co/advisors/matthew-fernandez.md) | Morrissey Wealth Management | North Haven, Connecticut | | One-time planning fee, Ongoing planning fee | | [Michael Grennan](https://find.wellspent.co/advisors/michael-grennan.md) | Charter Research & Investment Group | Southport, Connecticut | CFA | Percentage of assets, Fixed fees | | [Michael Grossman](https://find.wellspent.co/advisors/michael-grossman.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Michael Mezheritskiy](https://find.wellspent.co/advisors/michael-mezheritskiy.md) | Milestone Asset Management Group | Avon, Connecticut | | Flat fee or retainer | | [Olivia Grossman](https://find.wellspent.co/advisors/olivia-grossman.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [Ted Terrion](https://find.wellspent.co/advisors/ted-terrion.md) | Founders Capital Management | Hartford, Connecticut | CFP | Percentage of assets | | [Timothy Miller](https://find.wellspent.co/advisors/timothy-miller.md) | AdviceOne | Glastonbury, Connecticut | CFP | Percentage of assets, Fixed fees | | [William Kennedy](https://find.wellspent.co/advisors/william-kennedy.md) | RiskBridge Advisors | Norwalk, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [William Pfeiffer](https://find.wellspent.co/advisors/william-pfeiffer.md) | RidgePoint Wealth Advisors | Tolland, Connecticut | CFP | Percentage of assets, Fixed fees | | [Aaron Stern](https://find.wellspent.co/advisors/aaron-stern.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Allison Costas](https://find.wellspent.co/advisors/allison-costas.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Andrew Sawyer](https://find.wellspent.co/advisors/andrew-sawyer.md) | Thames Financial Management | Norwich, Connecticut | CFA | Percentage of assets, Hourly | | [Austin Doebler](https://find.wellspent.co/advisors/austin-doebler.md) | RZH Advisors | Stamford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Benjamin Armellini](https://find.wellspent.co/advisors/benjamin-armellini.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Bernadette Huang](https://find.wellspent.co/advisors/bernadette-huang.md) | White Allium Wealth Advisors | New Haven, Connecticut | CFA, CFP | | | [Besart Beluli](https://find.wellspent.co/advisors/besart-beluli.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Bridget Johanson](https://find.wellspent.co/advisors/bridget-johanson.md) | Main Street Research | Greenwich , Connecticut | | Percentage of assets | | [Charles Green](https://find.wellspent.co/advisors/charles-green.md) | Springboard Asset Management, LLC | Cheshire, Connecticut | CFP | Percentage of assets, Fixed fees | | [Christopher Pierce](https://find.wellspent.co/advisors/christopher-pierce.md) | HFM Wealth Management | West Hartford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Craig Jensen](https://find.wellspent.co/advisors/craig-jensen.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Dave McCary](https://find.wellspent.co/advisors/dave-mccary.md) | McCary Anheuser Wealth Management, LLC (CT license in process) | West Hartford, Connecticut | CFP, MBA, CPWA | | | [David McCary](https://find.wellspent.co/advisors/david-mccary.md) | McCary Anheuser Wealth Management, LLC | West Hartford, Connecticut | CFP, MBA | Percentage of assets, Fixed fees | | [Elaine Biersack](https://find.wellspent.co/advisors/elaine-biersack.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Elizabeth Baldassari](https://find.wellspent.co/advisors/elizabeth-baldassari.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Emily Slama](https://find.wellspent.co/advisors/emily-slama.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Eric Powers](https://find.wellspent.co/advisors/eric-powers.md) | TOP Private Wealth | Glastonbury, Connecticut | CFP, EA | Percentage of assets, Hourly, Fixed fees | | [Francis Carpentier](https://find.wellspent.co/advisors/francis-carpentier.md) | Mullaney, Keating & Wright | Middletown, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Gabriel Nardi](https://find.wellspent.co/advisors/gabriel-nardi.md) | Tadpole Investments | Stamford, Connecticut | CFA | Percentage of assets, Hourly | | [Henrique Cataldi](https://find.wellspent.co/advisors/henrique-cataldi.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jacob Margo](https://find.wellspent.co/advisors/jacob-margo.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jacob Swartz](https://find.wellspent.co/advisors/jacob-swartz.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [James Demmert](https://find.wellspent.co/advisors/james-demmert.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Janelle Durbin](https://find.wellspent.co/advisors/janelle-durbin.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Jason Bear](https://find.wellspent.co/advisors/jason-bear.md) | Compass Wealth Management | Guilford, Connecticut | CFA | Percentage of assets, Fixed fees | | [Jeffrey Shaw](https://find.wellspent.co/advisors/jeffrey-shaw.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Jeffrey Smith](https://find.wellspent.co/advisors/jeffrey-smith-5900988.md) | Parker Wealth Management | Windsor, Connecticut | CFP | Percentage of assets, Hourly | | [Jessica Gilbert](https://find.wellspent.co/advisors/jessica-gilbert.md) | Mullaney, Keating & Wright | Middletown, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [John Zaro](https://find.wellspent.co/advisors/john-zaro.md) | Bourgeon Capital Management | Darien, Connecticut | CFA | Percentage of assets, Fixed fees | | [Julie Jason](https://find.wellspent.co/advisors/julie-jason.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Kelly Ennis](https://find.wellspent.co/advisors/kelly-ennis.md) | Infinity Financial Strategies, LLC | North Granby, Connecticut | CFP, EA, ChFC | Percentage of assets, Hourly, Fixed fees | | [Loretta Nolan](https://find.wellspent.co/advisors/loretta-nolan.md) | Loretta Nolan Associates LLC | Old Greenwich, Connecticut | AEP, CFP | Percentage of assets, Hourly, Fixed fees | | [Mark Briggs](https://find.wellspent.co/advisors/mark-briggs.md) | Briggs Wealth Management, Inc. | Glastonbury, Connecticut | CFP, CPA/PFS, MBA | Percentage of assets, Hourly, Fixed fees | | [Matthew Baum](https://find.wellspent.co/advisors/matthew-baum.md) | Alpha Zero | Meriden, Connecticut | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [Michael Brennan](https://find.wellspent.co/advisors/michael-brennan.md) | Brennan Capital Management | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Roy](https://find.wellspent.co/advisors/michael-roy.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Michael Sondag](https://find.wellspent.co/advisors/michael-sondag.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Michael Tenreiro](https://find.wellspent.co/advisors/michael-tenreiro.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Morris Armstrong](https://find.wellspent.co/advisors/morris-armstrong.md) | Crionna Wealth | Cheshire, Connecticut | ChFC | Percentage of assets, Hourly | | [Nicholas Roy](https://find.wellspent.co/advisors/nicholas-roy.md) | Somnio Financial Group | Glastonbury, Connecticut | CFP | Percentage of assets, Ongoing planning fee | | [Panfilo Guglielmi](https://find.wellspent.co/advisors/panfilo-guglielmi.md) | Advanced Capital Advisors, LLC | Glastonbury, Connecticut | CFP, CPA/PFS | Percentage of assets, Hourly | | [R. Allen Purkiss](https://find.wellspent.co/advisors/r-allen-purkiss.md) | Purkiss Capital Advisors, LLC | Ridgefield, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Carroll](https://find.wellspent.co/advisors/robert-carroll.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Robert Roy](https://find.wellspent.co/advisors/robert-roy-4897441.md) | Somnio Financial Group | Glastonbury, Connecticut | CFP, ChFC | Percentage of assets, Ongoing planning fee | | [Roman LeFebure](https://find.wellspent.co/advisors/roman-lefebure.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Ryan Flynn](https://find.wellspent.co/advisors/ryan-flynn.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Scott Dynan](https://find.wellspent.co/advisors/scott-dynan.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Stephanie Andersen](https://find.wellspent.co/advisors/stephanie-andersen.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Timothy Baker](https://find.wellspent.co/advisors/timothy-baker.md) | WEALTHSHAPE, LLC | West Hartford, Connecticut | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Timothy Baker](https://find.wellspent.co/advisors/timothy-baker-2827344.md) | Metric Financial | Simbury, Connecticut | CFA | Percentage of assets, One-time planning fee | | [Alexander Tucker](https://find.wellspent.co/advisors/alexander-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Alyse Uzarski](https://find.wellspent.co/advisors/alyse-uzarski.md) | Kreitler Financial | New Haven, Connecticut | | Percentage of assets | | [Andrew Urbanski](https://find.wellspent.co/advisors/andrew-urbanski.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Carrie Fitzpatrick](https://find.wellspent.co/advisors/carrie-fitzpatrick.md) | USA Financial and Tax Services | Farmington, Connecticut | | Percentage of assets | | [Charles Shipman](https://find.wellspent.co/advisors/charles-shipman.md) | Blue Keel Financial Planning | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Christopher Angle](https://find.wellspent.co/advisors/christopher-angle.md) | Heritage Capital | Redding, Connecticut | | Percentage of assets | | [Clay Skurdal](https://find.wellspent.co/advisors/clay-skurdal.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Craig Pfeiffer](https://find.wellspent.co/advisors/craig-pfeiffer.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Daniel Portnoy](https://find.wellspent.co/advisors/daniel-portnoy.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Elizabeth Lynch](https://find.wellspent.co/advisors/elizabeth-lynch.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [James Rice](https://find.wellspent.co/advisors/james-rice-4088411.md) | JQRCapital | West Hartford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Evans](https://find.wellspent.co/advisors/jeffrey-evans.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Joshua Kaufman](https://find.wellspent.co/advisors/joshua-kaufman.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Karo Lokmanyan](https://find.wellspent.co/advisors/karo-lokmanyan.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lauren Urbanski](https://find.wellspent.co/advisors/lauren-urbanski.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Mark Michna](https://find.wellspent.co/advisors/mark-michna.md) | Sightline Wealth Advisors | Groton, Connecticut | CFA | Percentage of assets | | [Michael Alimo](https://find.wellspent.co/advisors/michael-alimo.md) | USA Financial and Tax Services | Farmington, Connecticut | | Percentage of assets | | [Michael Alimo](https://find.wellspent.co/advisors/michael-alimo-7694036.md) | USA Financial and Tax Services | Farmington, Connecticut | | Percentage of assets | | [Michael Fredericks](https://find.wellspent.co/advisors/michael-fredericks.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Patrick Clark](https://find.wellspent.co/advisors/patrick-clark.md) | Charter Research & Investment Group | Southport, Connecticut | | Percentage of assets, Fixed fees | | [Paul Lynch](https://find.wellspent.co/advisors/paul-lynch.md) | Greenwich Wealth Management | Greenwich, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Paul Schatz](https://find.wellspent.co/advisors/paul-schatz.md) | Heritage Capital | Woodbridge, Connecticut | | Percentage of assets | | [Paula Luciani](https://find.wellspent.co/advisors/paula-luciani.md) | Charter Research & Investment Group | Southport, Connecticut | | Percentage of assets, Fixed fees | | [Ryan Bolanos](https://find.wellspent.co/advisors/ryan-bolanos.md) | RiskBridge Advisors | Norwalk, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Thomas Hoffman](https://find.wellspent.co/advisors/thomas-hoffman.md) | Netherby Advisors | Shelton, Connecticut | CFA | Percentage of assets, Fixed fees | | [William Dunn](https://find.wellspent.co/advisors/william-dunn.md) | Charter Research & Investment Group | Southport, Connecticut | | Percentage of assets, Fixed fees | | [Brian Vendig](https://find.wellspent.co/advisors/brian-vendig.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Carl Scholtz](https://find.wellspent.co/advisors/carl-scholtz.md) | Scholtz & Company | Stamford, Connecticut | CFA | One-time planning fee | | [Carolyn Matthes](https://find.wellspent.co/advisors/carolyn-matthes.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [David Gibbs](https://find.wellspent.co/advisors/david-gibbs.md) | Successful Wealth Strategies | Farmington, Connecticut | | Hourly, Ongoing planning fee | | [Dennis O'Connor](https://find.wellspent.co/advisors/dennis-o-connor.md) | Brae Head | Essex, Connecticut | | Percentage of assets | | [Emily Clare Cafasso](https://find.wellspent.co/advisors/emily-clare-cafasso.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Eric Anderson](https://find.wellspent.co/advisors/eric-anderson.md) | HFM Wealth Management | Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Esme Miano](https://find.wellspent.co/advisors/esme-miano.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Ivy Alexander](https://find.wellspent.co/advisors/ivy-alexander.md) | RZH Advisors | Stamford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [James Gilchrest](https://find.wellspent.co/advisors/james-gilchrest.md) | JKG Capital | Westport, Connecticut | | Percentage of assets | | [Jean-Paul Atallah](https://find.wellspent.co/advisors/jean-paul-atallah.md) | RZH Advisors | Stamford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jen Nowitzke](https://find.wellspent.co/advisors/jen-nowitzke.md) | HFM Wealth Management | West Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Garskof](https://find.wellspent.co/advisors/jeremy-garskof.md) | HFM Wealth Management | West Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [John Mallozzi](https://find.wellspent.co/advisors/john-mallozzi.md) | Bourgeon Capital Management | Darien, Connecticut | | Percentage of assets, Fixed fees | | [Jonathan Wiley](https://find.wellspent.co/advisors/jonathan-wiley.md) | Wiley | Greenwich, Connecticut | | Percentage of assets | | [Judith Barr](https://find.wellspent.co/advisors/judith-barr.md) | Judith Barr Inc. | Brookfield, Connecticut | MS | | | [Kavita Rathi](https://find.wellspent.co/advisors/kavita-rathi.md) | OneNorthStar | Stamford, Connecticut | | Percentage of assets | | [Kevin Quiros](https://find.wellspent.co/advisors/kevin-quiros.md) | HFM Wealth Management | West Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Mansoor Ahmad](https://find.wellspent.co/advisors/mansoor-ahmad.md) | Global Hill Wealth Advisors | Monroe, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Michael Stamos](https://find.wellspent.co/advisors/michael-stamos.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Michele Vendig](https://find.wellspent.co/advisors/michele-vendig.md) | MJP Wealth Advisors | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Peter Nrekic](https://find.wellspent.co/advisors/peter-nrekic.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Rafael Quiros](https://find.wellspent.co/advisors/rafael-quiros.md) | HFM Wealth Management | Hartford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Richard Hall](https://find.wellspent.co/advisors/richard-hall.md) | Bourgeon Capital Management | Darien, Connecticut | | Percentage of assets, Fixed fees | | [Richard Parower](https://find.wellspent.co/advisors/richard-parower.md) | Compo Advisors | New Canaan, Connecticut | CFA | Percentage of assets | | [Richard Taylor](https://find.wellspent.co/advisors/richard-taylor.md) | Plan First Wealth | Greenwich, Connecticut | | Percentage of assets | | [Robert Eilers](https://find.wellspent.co/advisors/robert-eilers.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Stephen Tanner](https://find.wellspent.co/advisors/stephen-tanner.md) | Granite Hill Capital Management | Ridgefield, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Theodore Kaplan](https://find.wellspent.co/advisors/theodore-kaplan.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Thomas Alexa](https://find.wellspent.co/advisors/thomas-alexa.md) | Alexa Wealth Management | Deep River, Connecticut | | Percentage of assets, Hourly | | [Timothy Fitzgerald](https://find.wellspent.co/advisors/timothy-fitzgerald.md) | MJP Wealth Advisors | Farmington, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Vikram Kaul](https://find.wellspent.co/advisors/vikram-kaul.md) | OneNorthStar | Stamford, Connecticut | | Percentage of assets | | [William Matthes](https://find.wellspent.co/advisors/william-matthes.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Anita Roberts](https://find.wellspent.co/advisors/anita-roberts.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Ariel Hilario](https://find.wellspent.co/advisors/ariel-hilario.md) | AdviceOne | Glastonbury, Connecticut | | Percentage of assets, Fixed fees | | [Benjamin Sams](https://find.wellspent.co/advisors/benjamin-sams.md) | Haviland & Sams | Farmington, Connecticut | | Hourly, Fixed fees | | [Bradford Boisvert](https://find.wellspent.co/advisors/bradford-boisvert.md) | Rawlings Wealth Management | Glastonbury, Connecticut | | Percentage of assets | | [Bradley Riccardi](https://find.wellspent.co/advisors/bradley-riccardi.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Charles Doran](https://find.wellspent.co/advisors/charles-doran.md) | Prometheus Investment Advisors | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Christian Giadolor](https://find.wellspent.co/advisors/christian-giadolor.md) | Chicory Wealth | Westport, Connecticut | | Percentage of assets, Fixed fees | | [Christopher Parker](https://find.wellspent.co/advisors/christopher-parker.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Daniel Sullivan](https://find.wellspent.co/advisors/daniel-sullivan-4252493.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [David Burrows](https://find.wellspent.co/advisors/david-burrows.md) | Hudson Advisors | Greenwich, Connecticut | | Percentage of assets, Hourly, Performance-based fees | Showing the first 200 of 417. The full list, page by page: https://find.wellspent.co/locations/us/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).