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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
Jack Brown Morgan House Capital East Granby Not listed Percentage of assets, Fixed fees
Jacques Cattier Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
James Barchiesi Polymath Capital Advisors, LLC. Glastonbury Not listed Percentage of assets, Fixed fees
James Mitchell Mighty Oak Management Easton Not listed Percentage of assets, Hourly
James Osborn Envest Asset Management Ridgefield Not listed Percentage of assets, Hourly
James Taliaferro Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Jason Arena Investmark Advisory Group Shelton Not listed Percentage of assets, Hourly
Jeannie Rubsam HTG Investment Advisors New Canaan Not listed Percentage of assets, Fixed fees
Jeb Armstrong Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Jeffrey Annello Sagebroadview Wealth Management Farmington Not listed Percentage of assets, Hourly
Jennifer O'Brien Diastole Wealth Management Guilford Not listed Percentage of assets
Jenny Harrington Gilman Hill Asset Management New Canaan Not listed Percentage of assets
John Baxter Baxter Investment Management Greenwich Not listed Percentage of assets
John McCauley Mccauley Investments Advisors Guilford Not listed Percentage of assets, Hourly
John O'Connor Freedom Investment Management South Windsor Not listed Percentage of assets
John Witek Sladek & Witek Trumbull Not listed Percentage of assets, Hourly
Jonathan Oherron Gilman Hill Asset Management New Canaan Not listed Percentage of assets
Jonathan Smith Baxter Investment Management Greenwich Not listed Percentage of assets
Joseph Cardello August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Joseph Donaldson HTG Investment Advisors New Canaan Not listed Percentage of assets, Fixed fees
Joseph Giaccone WJ Financial Advisors Killingworth Not listed Percentage of assets, Hourly
Joseph Manno Merit Financial Partners Westport Not listed Percentage of assets, Hourly
Joseph Padellaro Northmont Wealth Management West Hartford Not listed Percentage of assets, Hourly
Joseph Rizzo Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Joseph Sladek Sladek & Witek Trumbull Not listed Percentage of assets, Hourly
Joshua Peteet Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Justin Thomas Stableford Capital Fairfield Not listed Percentage of assets, Hourly
Kevin Kennedy Kennedy Wealth & Tax Management Southbury Not listed Percentage of assets, Hourly
Kirstin Mobyed Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Laurie Tomlinson Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Luke Arnone Barron Financial Group Torrington Not listed Percentage of assets, Hourly
Matthew Maclean Rossmore Private Capital Glastonbury Not listed Percentage of assets, Fixed fees
Matthew Stendardi CFM Advisors Stamford Not listed Percentage of assets, Fixed fees
Michael Scholten Clear Harbor Asset Management Stamford Not listed Percentage of assets, Fixed fees
Michael Sylvester Fulcrum Wealth Management New Milford Not listed Percentage of assets, Hourly
Noah Lifgren Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Peter Grave August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Peter Salzman Salzman Financial Management Bethel Not listed Percentage of assets
Peter Secrist Washington Trust Advisors New Haven Not listed Percentage of assets, Fixed fees
Philip Reynolds Alchemi Wealth Essex Not listed Percentage of assets, Hourly
Phillip Schemel Schemco Westport Not listed Percentage of assets, Hourly
Richard Branchaud Your Choice Financial Bristol Not listed Percentage of assets
Robbie Newman August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Robert Dalldorf Clear Harbor Asset Management Wilton Not listed Percentage of assets, Fixed fees
Robert Dunbar Dunbar Associates Monroe Not listed Percentage of assets
Robert Ignagni Strategic Financial South Windsor Not listed Percentage of assets, Hourly
Robert Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Ronald Welz Drum Hill Capital Westport Not listed Percentage of assets, Hourly
Ryan Orr Briggs Wealth Management Glastonbury Not listed Percentage of assets, Hourly
Sam Shehu Shehu Asset Management Southbury Not listed Percentage of assets

Firms headquartered in Connecticut (144)

All 144 firms in Connecticut