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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
Patrick Clark Charter Research & Investment Group Southport Not listed Percentage of assets, Fixed fees
Paul Lynch Greenwich Wealth Management Greenwich CFA Percentage of assets, Hourly
Paul Schatz Heritage Capital Woodbridge Not listed Percentage of assets
Paula Luciani Charter Research & Investment Group Southport Not listed Percentage of assets, Fixed fees
Ryan Bolanos RiskBridge Advisors Norwalk Not listed Percentage of assets, Hourly
Thomas Hoffman Netherby Advisors Shelton CFA Percentage of assets, Fixed fees
William Dunn Charter Research & Investment Group Southport Not listed Percentage of assets, Fixed fees
Brian Vendig MJP Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Carl Scholtz Scholtz & Company Stamford CFA One-time planning fee
Carolyn Matthes Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
David Gibbs Successful Wealth Strategies Farmington Not listed Hourly, Ongoing planning fee
Dennis O'Connor Brae Head Essex Not listed Percentage of assets
Emily Clare Cafasso Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Eric Anderson HFM Wealth Management Hartford Not listed Percentage of assets, Hourly
Esme Miano Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Ivy Alexander RZH Advisors Stamford Not listed Percentage of assets, Hourly
James Gilchrest JKG Capital Westport Not listed Percentage of assets
Jean-Paul Atallah RZH Advisors Stamford Not listed Percentage of assets, Hourly
Jen Nowitzke HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Jeremy Garskof HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
John Mallozzi Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Jonathan Wiley Wiley Greenwich Not listed Percentage of assets
Judith Barr Judith Barr Inc. Brookfield MS Not listed
Kavita Rathi OneNorthStar Stamford Not listed Percentage of assets
Kevin Quiros HFM Wealth Management West Hartford Not listed Percentage of assets, Hourly
Mansoor Ahmad Global Hill Wealth Advisors Monroe Not listed Percentage of assets, Hourly
Michael Stamos MJP Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Michele Vendig MJP Wealth Advisors Westport Not listed Percentage of assets, Hourly
Peter Nrekic MJP Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Rafael Quiros HFM Wealth Management Hartford Not listed Percentage of assets, Hourly
Richard Hall Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Richard Parower Compo Advisors New Canaan CFA Percentage of assets
Richard Taylor Plan First Wealth Greenwich Not listed Percentage of assets
Robert Eilers MJP Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Stephen Tanner Granite Hill Capital Management Ridgefield CFA Percentage of assets, Hourly
Theodore Kaplan MJP Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Thomas Alexa Alexa Wealth Management Deep River Not listed Percentage of assets, Hourly
Timothy Fitzgerald MJP Wealth Advisors Farmington Not listed Percentage of assets, Hourly
Vikram Kaul OneNorthStar Stamford Not listed Percentage of assets
William Matthes Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Anita Roberts AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Ariel Hilario AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Benjamin Sams Haviland & Sams Farmington Not listed Hourly, Fixed fees
Bradford Boisvert Rawlings Wealth Management Glastonbury Not listed Percentage of assets
Bradley Riccardi Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Charles Doran Prometheus Investment Advisors Greenwich Not listed Percentage of assets, Hourly
Christian Giadolor Chicory Wealth Westport Not listed Percentage of assets, Fixed fees
Christopher Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Daniel Sullivan Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
David Burrows Hudson Advisors Greenwich Not listed Percentage of assets, Hourly

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut