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Wellspent public graph/Locations/United States/Connecticut
United States

Fee-only advisors in Connecticut

Fee-only advisors in Stamford, Greenwich and Westport, plus 67 other cities.

What fee-only financial advisors charge in Connecticut

By the numbers

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.

Advisors listed
417
Firms
181
Cities
71
Hold the CFP
33%
  • Other credentials: CFA 11% · CPA 1% · EA 0%
  • How they charge (of 414 with fees on file): percentage of assets 95% · fixed fees 61% · hourly 48% · performance-based fees 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Connecticut (417)

Fee-only advisors serving Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
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
Alexandra Rooney Main Street Research Lakeville CFP Percentage of assets
Andrew Marchionni Main Street Research Lakeville CFP Percentage of assets
Bert Bowler Round Rock Advisors Wilton CFP Percentage of assets, Fixed fees
John Planell Round Rock Advisors Wilton CFP Percentage of assets, Fixed fees
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
Charles Kreitler Kreitler Financial New Haven CFP Percentage of assets
Christopher Stevenson Telos Partners Avon CFA Percentage of assets, Hourly
Clifford Straub Lifestyle Financial Strategies Middletown CFP Percentage of assets
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
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
Kevin Regan Crionna Wealth Cheshire CFP Percentage of assets, Hourly
Lauren Rowland RZH Advisors Stamford CFP Percentage of assets, Hourly

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut