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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
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
Jason Bear Compass Wealth Management Guilford CFA Percentage of assets, Fixed fees
Jeffrey Shaw Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Jeffrey Smith Parker Wealth Management Windsor CFP Percentage of assets, Hourly
Jessica Gilbert Mullaney, Keating & Wright Middletown CFP Percentage of assets, Hourly
John Zaro Bourgeon Capital Management Darien CFA Percentage of assets, Fixed fees
Julie Jason Jackson, Grant Stamford Not listed Percentage of assets, Hourly
Kelly Ennis Infinity Financial Strategies, LLC North Granby CFP, EA, ChFC Percentage of assets, Hourly
Loretta Nolan Loretta Nolan Associates LLC Old Greenwich AEP, CFP Percentage of assets, Hourly
Mark Briggs Briggs Wealth Management, Inc. Glastonbury CFP, CPA/PFS, MBA Percentage of assets, Hourly
Matthew Baum Alpha Zero Meriden CFP Percentage of assets, Fixed fees
Michael Brennan Brennan Capital Management Westport CFP Percentage of assets, Hourly
Michael Roy Main Street Research Lakeville Not listed Percentage of assets
Michael Sondag Main Street Research Lakeville Not listed Percentage of assets
Michael Tenreiro Jackson, Grant Stamford Not listed Percentage of assets, Hourly
Morris Armstrong Crionna Wealth Cheshire ChFC Percentage of assets, Hourly
Nicholas Roy Somnio Financial Group Glastonbury CFP Percentage of assets, Ongoing planning fee
Panfilo Guglielmi Advanced Capital Advisors, LLC Glastonbury CFP, CPA/PFS Percentage of assets, Hourly
R. Allen Purkiss Purkiss Capital Advisors, LLC Ridgefield CFP Percentage of assets, Hourly
Robert Carroll Jackson, Grant Stamford Not listed Percentage of assets, Hourly
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
Ryan Flynn Jackson, Grant Stamford Not listed Percentage of assets, Hourly
Scott Dynan Round Rock Advisors Wilton Not listed Percentage of assets, Fixed fees
Stephanie Andersen Main Street Research Lakeville Not listed Percentage of assets
Timothy Baker WEALTHSHAPE, LLC West Hartford CFP, MBA Percentage of assets, Hourly
Timothy Baker Metric Financial Simbury CFA Percentage of assets, One-time planning fee
Alexander Tucker Greenwich Advisors Greenwich Not listed Percentage of assets
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Andrew Urbanski N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Carrie Fitzpatrick USA Financial and Tax Services Farmington Not listed Percentage of assets
Charles Shipman Blue Keel Financial Planning Westport Not listed Percentage of assets, Hourly
Christopher Angle Heritage Capital Redding Not listed Percentage of assets
Clay Skurdal RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Craig Pfeiffer RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Daniel Portnoy Greenwich Advisors Greenwich Not listed Percentage of assets
Elizabeth Lynch N10° Wealth Greenwich Not listed Percentage of assets, Hourly
James Rice JQRCapital West Hartford CFA Percentage of assets, Hourly
Jeffrey Evans Greenwich Advisors Greenwich Not listed Percentage of assets
Joshua Kaufman RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Karo Lokmanyan N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Lauren Urbanski N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Mark Michna Sightline Wealth Advisors Groton CFA Percentage of assets
Michael Alimo USA Financial and Tax Services Farmington Not listed Percentage of assets
Michael Alimo USA Financial and Tax Services Farmington Not listed Percentage of assets
Michael Fredericks RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut