Fee-only advisors 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 October 30, 2026. Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology