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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
Derek Lyon Jeffrey N. Mehler, CFP Essex CFP Percentage of assets, Hourly
Emily Wood Jeffrey N. Mehler, CFP Essex CFP Percentage of assets, Hourly
Evan Kenagy Colchester Investment Counsel Ridgefield CFP Percentage of assets
Frank Flores Sound Planning and Investments Essex CFP Percentage of assets, Hourly
Hrefna Martin Merit Financial Partners Westport CFP Percentage of assets, Hourly
Jack Forehand Validea Capital Management Fairfield CFP, CFA Percentage of assets
Jacob Lambert Tortoise Investment Management Stamford CFP Percentage of assets
James Thibault Barron Financial Group Torrington CFP Percentage of assets, Hourly
Jennifer Hunt HTG Investment Advisors New Canaan CFP Percentage of assets, Fixed fees
John Principe Sagebroadview Wealth Management Farmington CFP Percentage of assets, Hourly
John Seagrave Barron Financial Group Torrington CFP Percentage of assets, Hourly
Joseph Depatie Diastole Wealth Management Guilford CFP, CFA Percentage of assets
Justin Howard Howard Wealth Management Madison CFP Percentage of assets, Hourly
Kathleen Smith Washington Trust Advisors New Haven CFP Percentage of assets, Fixed fees
Kent Johnson RB Capital Management Weston CFP Percentage of assets, Hourly
Kerry Connell HTG Investment Advisors New Canaan CFP Percentage of assets, Fixed fees
Kip Paulson Paulson Private Wealth Norwalk CFP, CFA Percentage of assets, Fixed fees
Lawrence Annello Sagebroadview Wealth Management Farmington CFP, PFS Percentage of assets, Hourly
Liam Wallace New England Capital Financial Advisors Cheshire CFP Percentage of assets, Hourly
Lili Vasileff Wealth Protection Management Woodbridge CFP Percentage of assets, Hourly
Lukasz Thieme Waypoint Financial Weston CFP, CFA Percentage of assets, Hourly
Marissa Fierston Fierston Financial Group West Hartford CFP Percentage of assets, Hourly
Matthew Carreras New England Capital Financial Advisors Cheshire CFP Percentage of assets, Hourly
Matthew Gachi Catum Advisory Group, LLC. Wilton CFP Percentage of assets, Hourly
Max Asnes Fierston Financial Group West Hartford CFP Percentage of assets, Hourly
Melissa Adams Achieve Retirement & Wealth Management Ridgefield CFP Percentage of assets, Hourly
Michael Johnson Alchemi Wealth Essex CFP Percentage of assets, Hourly
Michael Rauth North Haven Financial Suffield CFP Percentage of assets, Fixed fees
Michael Schulitz Grey Ledge Advisors Guilford CFP Percentage of assets, Hourly
Nathan Fierston Fierston Financial Group West Hartford CFP Percentage of assets, Hourly
Nathaniel Burne Burne Financial Concepts Watertown CFP Percentage of assets, Hourly
Philip Nassau Nutmeg Capital Advisors Hartford CFP Percentage of assets, Hourly
Rebecca Green Springboard Asset Management Cheshire CFP Percentage of assets, Fixed fees
Richard Purkiss Purkiss Capital Advisors Ridgefield CFP Percentage of assets, Hourly
Robert Leiphart RB Capital Management Shelton CFP Percentage of assets, Hourly
Robin Sherwood HTG Investment Advisors New Canaan CFP Percentage of assets, Fixed fees
Seth Fierston Fierston Financial Group West Hartford CFP Percentage of assets, Hourly
Stephen Childs Clear Harbor Asset Management West Hartford CFP, CFA Percentage of assets, Fixed fees
Sunil Sharma Proyash Capital Management Darien CFP, CFA Percentage of assets
Thomas Snayd Purkiss Capital Advisors Ridgefield CFP Percentage of assets, Hourly
William Fierston Fierston Financial Group West Hartford CFP Percentage of assets, Hourly
William Leete Monte Financial Group Guilford CFP Percentage of assets, Hourly
William Rodriguez Briggs Wealth Management Glastonbury CFP Percentage of assets, Hourly
Alexander Zaharoff HTG Investment Advisors New Canaan CFA Percentage of assets, Fixed fees
Andrew Baldassarre Rossmore Private Capital Glastonbury CFA Percentage of assets, Fixed fees
David Chieco Chieco Capital Management Glastonbury CFA Percentage of assets, Hourly
David Luo Purkiss Capital Advisors Ridgefield CFA Percentage of assets, Hourly
Derek Guglielmi Advanced Capital Advisors Fairfield CFA Percentage of assets, Hourly
Douglas Brenneman Brenneman Investment Adviser Centerbrook CFA Percentage of assets, Hourly
Gregory Stanek Gilman Hill Asset Management New Canaan CFA Percentage of assets

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut