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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
Lily Taft Main Street Research Lakeville CFA Percentage of assets
Louis Nistico MJP Wealth Advisors Farmington CFP Percentage of assets, Hourly
Lynda Kommel-Browne Round Rock Advisors Wilton CFA Percentage of assets, Fixed fees
Martha Kern Plan First Wealth Greenwich CFP, ChFC Percentage of assets
Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. Riehl, Dinar & Associates Stamford Not listed Percentage of assets
Radford Brogden Compass Wealth Management Guilford CFP Percentage of assets, Fixed fees
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
Anna Case Founders Capital Management Hartford CFP Percentage of assets
Bria Comer AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Brian Williams Northshire Consulting Southington Not listed Ongoing planning fee, Percentage of assets
Carlos Henriques AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Cathleen Keane Haviland & Sams Farmington CFP Hourly, Fixed fees
Charles Tricomi Greenwich Wealth Management Greenwich CFP, CFA Percentage of assets, Hourly
Danielle Francini AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Dennis Tucker Greenwich Advisors Greenwich CFA Percentage of assets
Dwayne Tyril Kreitler Financial New Haven CFA Percentage of assets
Eric Meermann Palisades Hudson Financial Group Stamford CFP Percentage of assets, Fixed fees
Makenna Flagg Makenna & Company Darien CFP Percentage of assets, Fixed fees
Matthew Fernandez Morrissey Wealth Management North Haven Not listed One-time planning fee, Ongoing planning fee
Michael Grennan Charter Research & Investment Group Southport CFA Percentage of assets, Fixed fees
Michael Grossman AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Michael Mezheritskiy Milestone Asset Management Group Avon Not listed Flat fee or retainer
Olivia Grossman AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
Ted Terrion Founders Capital Management Hartford CFP Percentage of assets
Timothy Miller AdviceOne Glastonbury CFP Percentage of assets, Fixed fees
William Kennedy RiskBridge Advisors Norwalk CFA Percentage of assets, Hourly
William Pfeiffer RidgePoint Wealth Advisors Tolland CFP Percentage of assets, Fixed fees
Aaron Stern Main Street Research Lakeville Not listed Percentage of assets
Allison Costas Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Andrew Sawyer Thames Financial Management Norwich CFA Percentage of assets, Hourly
Austin Doebler RZH Advisors Stamford CFA Percentage of assets, Hourly
Benjamin Armellini Main Street Research Lakeville Not listed Percentage of assets
Bernadette Huang White Allium Wealth Advisors New Haven CFA, CFP Not listed
Besart Beluli Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Bridget Johanson Main Street Research Greenwich Not listed Percentage of assets
Charles Green Springboard Asset Management, LLC Cheshire CFP Percentage of assets, Fixed fees
Christopher Pierce HFM Wealth Management West Hartford CFA Percentage of assets, Hourly
Craig Jensen Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Dave McCary McCary Anheuser Wealth Management, LLC (CT license in process) West Hartford CFP, MBA, CPWA Not listed
David McCary McCary Anheuser Wealth Management, LLC West Hartford CFP, MBA Percentage of assets, Fixed fees
Elaine Biersack Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Elizabeth Baldassari Main Street Research Lakeville Not listed Percentage of assets
Emily Slama Main Street Research Lakeville Not listed Percentage of assets
Eric Powers TOP Private Wealth Glastonbury CFP, EA Percentage of assets, Hourly
Francis Carpentier Mullaney, Keating & Wright Middletown CFP Percentage of assets, Hourly
Gabriel Nardi Tadpole Investments Stamford CFA Percentage of assets, Hourly

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut