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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
Jacob Friar Gilman Hill Asset Management New Canaan CFA Percentage of assets
James Davis Capital Planning Consultants Cromwell ChFC Percentage of assets, Hourly
Jason Kish Grey Ledge Advisors Guilford CFA Percentage of assets, Hourly
John Burzenski Grey Ledge Advisors Guilford PFS Percentage of assets, Hourly
Matthew Walston Strategic Financial South Windsor PFS Percentage of assets, Hourly
Neil Kenagy Colchester Investment Counsel Ridgefield CFA Percentage of assets
Richard Kos Sursum Financial Madison CFA Percentage of assets, Hourly
Seth Tutlis Seneca Wealth Advisors Westport CFA Percentage of assets, Fixed fees
Travis Hood HTG Investment Advisors New Canaan PFS Percentage of assets, Fixed fees
Wallace Jones WJ Financial Advisors Killingworth CFA Percentage of assets, Hourly
Aaron Kennon Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Alexander Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Alexander Russell Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Amy Sheinberg HTG Investment Advisors New Canaan Not listed Percentage of assets, Fixed fees
Andrew Ceisler Blue Square Asset Management Westport Not listed Percentage of assets, Fixed fees
Arthur Norton Araglan Capital Management Stamford Not listed Percentage of assets, Hourly
Barbara Buzzelli Diastole Wealth Management Guilford Not listed Percentage of assets
Benjamin Carlson Briggs Wealth Management Glastonbury Not listed Percentage of assets, Hourly
Benjamin Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Brandon LaChance WJ Financial Advisors Killingworth Not listed Percentage of assets, Hourly
Brant Walker Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Brayden Brooks August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Brett Howard Howard Wealth Management Norwalk Not listed Percentage of assets, Hourly
Brigid Lahiff Gilman Hill Asset Management New Canaan Not listed Percentage of assets
Bryan Murphy Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Cameron Davignon Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Charles Reagle Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Chase Withrow Mighty Oak Management Easton Not listed Percentage of assets, Hourly
Christopher Rossetti Tortoise Investment Management Stamford Not listed Percentage of assets
Colleen Venter Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Conor Keenan August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Constance Velander Washington Trust Advisors New Haven Not listed Percentage of assets, Fixed fees
Damon Hart Baxter Investment Management Riverside Not listed Percentage of assets
Dante Bailey WJ Financial Advisors Killingworth Not listed Percentage of assets, Hourly
Darren Tapley New England Capital Financial Advisors Cheshire Not listed Percentage of assets, Hourly
David Nightingale Drum Hill Capital Westport Not listed Percentage of assets, Hourly
David Schubach Integrity Financial Advisors Tolland Not listed Percentage of assets
Donald Roger Liddell Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Douglas Packard Dennis Glynn, CPA Rocky Hill Not listed Percentage of assets, Hourly
Elisabeth Podhaskie HTG Investment Advisors New Canaan Not listed Percentage of assets, Fixed fees
Elizabeth Cook Diastole Wealth Management Guilford Not listed Percentage of assets
Elizabeth Eden Diastole Wealth Management Guilford Not listed Percentage of assets
Eniko Mikle Diastole Wealth Management Guilford Not listed Percentage of assets
Ethan Eden Diastole Wealth Management Guilford Not listed Percentage of assets
Gary Peloquin Westcott Investment Advisors Danielson Not listed Percentage of assets, Hourly
Gregory Brushett Purkiss Capital Advisors Ridgefield Not listed Percentage of assets, Hourly
Harrinson Agudelo-Rios Finmas Capital Stamford Not listed Percentage of assets, Fixed fees
Henrik Brun Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Howard Greenberg August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Ian Armstrong Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut