W Wellspent Public advisor graph
Get matched
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
Denton Jones Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Divina Marcktell Haviland & Sams Farmington Not listed Hourly, Fixed fees
Evan Finkel Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Francis Gilbride Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Frederick Busk Netherby Advisors Shelton Not listed Percentage of assets, Fixed fees
Harriet Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Harry Figgie Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Howard Case Founders Capital Management Hartford Not listed Percentage of assets
Jackson Kleinert Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
John Sullivan Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Kathleen Gibilisco AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Mark Steffen Sightline Wealth Advisors Groton Not listed Percentage of assets
Matthew Stevens Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Patrick Terrion Founders Capital Management Hartford Not listed Percentage of assets
Robert Berlinski AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
Robert Longsworth Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Robert Swigert Goodstead Washington Not listed Percentage of assets
Stefan Pellish Sightline Wealth Advisors Groton Not listed Percentage of assets
Thomas Roth Integra Global Advisors Stamford Not listed Percentage of assets, Performance-based fees
Tyler Gazdik AdviceOne Glastonbury Not listed Percentage of assets, Fixed fees
William Duvall Sightline Wealth Advisors Groton Not listed Percentage of assets
William Nichols PUREfi Wealth Greenwich Not listed Percentage of assets, Hourly
Anthony Lynch Mullaney, Keating & Wright Middletown Not listed Percentage of assets, Hourly
Brian Herbst The Herbst Group Westfort Not listed Percentage of assets
Brian Lasher Euclid Harding Stamford Not listed Percentage of assets, Fixed fees
Deborah King Asset Management Associates South Windsor Not listed Percentage of assets, Hourly
Elliot Turner RGA Investment Advisors Stamford Not listed Percentage of assets
John Maguire LCR Wealth Management Westport Not listed Percentage of assets
Kyra Palmer Oak Financial Group Stamford Not listed Percentage of assets, Fixed fees
Lauren Hauck CastleKeep Investment Advisors Westport Not listed Percentage of assets, Hourly
Lauren Quesada CastleKeep Investment Advisors Westport Not listed Percentage of assets, Hourly
Michael Wehrli LCR Wealth Management Westport Not listed Percentage of assets
Neil Hackman Oak Financial Group Stamford Not listed Percentage of assets, Fixed fees
Peter Scholtz Scholtz & Company Stamford Not listed One-time planning fee
Philip Oppenheimer Oppenheimer + Close Lakeville Not listed Flat fee or retainer
Richard Shaw QVM Group South Glastonbury Not listed Hourly, Flat fee or retainer
Robert Worrell Worrell Advisory Services Branford Not listed Percentage of assets, Hourly
Stephen Haberstroh CastleKeep Investment Advisors Westport Not listed Percentage of assets, Hourly
Thomas Garvey LCR Wealth Management Westport Not listed Percentage of assets
Alejandro Gomez Rossmore Private Capital Glastonbury CFP, CFA Percentage of assets, Fixed fees
Ann Marie Ocone New England Capital Financial Advisors Cheshire CFP Percentage of assets, Hourly
Anthony Morgillo Grey Ledge Advisors Guilford CFP Percentage of assets, Hourly
Brian Benson Hoskin Capital Broad Brook CFP, PFS Hourly, Fixed fees
Brian Fierston Fierston Financial Group West Hartford CFP Percentage of assets, Hourly
Brian Shea Shea Financial Advisors Norwalk CFP Percentage of assets, Hourly
Brian Sheehan Rossmore Private Capital Glastonbury CFP Percentage of assets, Fixed fees
Christopher Beale New England Capital Financial Advisors Cheshire CFP Percentage of assets, Hourly
Christopher Lee New England Capital Financial Advisors Cheshire CFP Percentage of assets, Hourly
Daniel Lester Sagebroadview Wealth Management Farmington CFP Percentage of assets, Hourly
David Torres-Onisto Top Private Wealth Glastonbury CFP Percentage of assets, Hourly

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut