# Fee-only financial advisors in Greenwich, Connecticut > Start with a fee-only advisor in Greenwich whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Charles Tricomi of Greenwich Wealth Management, Martha Kern of Plan First Wealth and Matthew Northrop of Main Street Research, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/connecticut/greenwich/ 31 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Greenwich? Start with a fee-only advisor in Greenwich whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Charles Tricomi of Greenwich Wealth Management, Martha Kern of Plan First Wealth and Matthew Northrop of Main Street Research, chosen for their credentials and fees on file. ## How many fee-only advisors in Greenwich are there? The Wellspent public graph lists 31 fee-only advisors in Greenwich, at 11 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Greenwich focus on? The most common focus among fee-only advisors in Greenwich is family wealth transfer (14), followed by estate planning (11) and retirement planning (7). Advisors can list more than one. ## How do fee-only advisors in Greenwich charge? All 31 fee-only advisors in Greenwich with fees on file charge a percentage of assets. Many use more than one: 55% charge fixed fees and 55% charge by the hour. ## How many fee-only advisors in Greenwich hold the CFP? 13% of the 31 fee-only advisors in Greenwich hold the CFP certification, based on the credentials listed on each record. ## Does Connecticut tax income on top of federal tax? Yes. Connecticut has a state income tax, so a financial plan for a Connecticut resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Greenwich? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Matthew Northrop](https://find.wellspent.co/advisors/matthew-northrop.md) | Main Street Research | Greenwich, Connecticut | CFP | Percentage of assets | | [Christopher Gunster](https://find.wellspent.co/advisors/christopher-gunster.md) | Fidelis Capital | Greenwich, Connecticut | CFA | Percentage of assets, Fixed fees | | [James Boyle](https://find.wellspent.co/advisors/james-boyle.md) | Plan First Wealth | Greenwich, Connecticut | CFP | Percentage of assets | | [Martha Kern](https://find.wellspent.co/advisors/martha-kern.md) | Plan First Wealth | Greenwich, Connecticut | CFP, ChFC | Percentage of assets | | [Charles Tricomi](https://find.wellspent.co/advisors/charles-tricomi.md) | Greenwich Wealth Management | Greenwich, Connecticut | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Dennis Tucker](https://find.wellspent.co/advisors/dennis-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | CFA | Percentage of assets | | [Bridget Johanson](https://find.wellspent.co/advisors/bridget-johanson.md) | Main Street Research | Greenwich , Connecticut | | Percentage of assets | | [Alexander Tucker](https://find.wellspent.co/advisors/alexander-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Andrew Urbanski](https://find.wellspent.co/advisors/andrew-urbanski.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Daniel Portnoy](https://find.wellspent.co/advisors/daniel-portnoy.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Elizabeth Lynch](https://find.wellspent.co/advisors/elizabeth-lynch.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jeffrey Evans](https://find.wellspent.co/advisors/jeffrey-evans.md) | Greenwich Advisors | Greenwich, Connecticut | | Percentage of assets | | [Karo Lokmanyan](https://find.wellspent.co/advisors/karo-lokmanyan.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lauren Urbanski](https://find.wellspent.co/advisors/lauren-urbanski.md) | N10° Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Paul Lynch](https://find.wellspent.co/advisors/paul-lynch.md) | Greenwich Wealth Management | Greenwich, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Jonathan Wiley](https://find.wellspent.co/advisors/jonathan-wiley.md) | Wiley | Greenwich, Connecticut | | Percentage of assets | | [Richard Taylor](https://find.wellspent.co/advisors/richard-taylor.md) | Plan First Wealth | Greenwich, Connecticut | | Percentage of assets | | [Charles Doran](https://find.wellspent.co/advisors/charles-doran.md) | Prometheus Investment Advisors | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Christopher Parker](https://find.wellspent.co/advisors/christopher-parker.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Daniel Sullivan](https://find.wellspent.co/advisors/daniel-sullivan-4252493.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [David Burrows](https://find.wellspent.co/advisors/david-burrows.md) | Hudson Advisors | Greenwich, Connecticut | | Percentage of assets, Hourly, Performance-based fees | | [Denton Jones](https://find.wellspent.co/advisors/denton-jones.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Francis Gilbride](https://find.wellspent.co/advisors/francis-gilbride.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Harriet Parker](https://find.wellspent.co/advisors/harriet-parker.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Harry Figgie](https://find.wellspent.co/advisors/harry-figgie.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jackson Kleinert](https://find.wellspent.co/advisors/jackson-kleinert.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Robert Longsworth](https://find.wellspent.co/advisors/robert-longsworth.md) | Greenwich Wealth Management | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [William Nichols](https://find.wellspent.co/advisors/william-nichols.md) | PUREfi Wealth | Greenwich, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [John Baxter](https://find.wellspent.co/advisors/john-baxter.md) | Baxter Investment Management | Greenwich, Connecticut | | Percentage of assets | | [Jonathan Smith](https://find.wellspent.co/advisors/jonathan-smith.md) | Baxter Investment Management | Greenwich, Connecticut | | Percentage of assets | | [William Baxter](https://find.wellspent.co/advisors/william-baxter.md) | Baxter Investment Management | Greenwich, Connecticut | | Percentage of assets | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).