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Fee-only financial advisors in Greenwich, Connecticut

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Charles Tricomi Greenwich Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • Martha Kern Plan First Wealth Holds the CFP. Fees on file: percentage of assets.
  • Matthew Northrop Main Street Research Holds the CFP. Fees on file: percentage of assets.
  • Dennis Tucker Greenwich Advisors Holds the CFA. Fees on file: percentage of assets.
  • Christopher Gunster Fidelis Capital Holds the CFA. Fees on file: percentage of assets, fixed fees.
  • Lauren Urbanski N10° Wealth Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
31
Firms
11
Hold the CFP
13%
  • Other credentials: CFA 13% · ChFC 3%
  • How they charge (of 31 with fees on file): percentage of assets 100% · fixed fees 55% · hourly 55% · performance-based fees 16%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Find an advisor in Greenwich by what you need

Find an advisor in Connecticut by fee, assets, or credential

Questions about fee-only advisors in Greenwich

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.

All 31 advisors in Greenwich

Fee-only advisors in Greenwich, Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matthew Northrop Main Street Research Greenwich CFP Percentage of assets
Christopher Gunster Fidelis Capital Greenwich CFA Percentage of assets, Fixed fees
James Boyle Plan First Wealth Greenwich CFP Percentage of assets
Martha Kern Plan First Wealth Greenwich CFP, ChFC Percentage of assets
Charles Tricomi Greenwich Wealth Management Greenwich CFP, CFA Percentage of assets, Hourly
Dennis Tucker Greenwich Advisors Greenwich CFA Percentage of assets
Bridget Johanson Main Street Research Greenwich Not listed Percentage of assets
Alexander Tucker Greenwich Advisors Greenwich Not listed Percentage of assets
Andrew Urbanski N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Daniel Portnoy Greenwich Advisors Greenwich Not listed Percentage of assets
Elizabeth Lynch N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Jeffrey Evans Greenwich Advisors Greenwich Not listed Percentage of assets
Karo Lokmanyan N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Lauren Urbanski N10° Wealth Greenwich Not listed Percentage of assets, Hourly
Paul Lynch Greenwich Wealth Management Greenwich CFA Percentage of assets, Hourly
Jonathan Wiley Wiley Greenwich Not listed Percentage of assets
Richard Taylor Plan First Wealth Greenwich Not listed Percentage of assets
Charles Doran Prometheus Investment Advisors Greenwich Not listed Percentage of assets, Hourly
Christopher Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Daniel Sullivan Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
David Burrows Hudson Advisors Greenwich Not listed Percentage of assets, Hourly
Denton Jones Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Francis Gilbride Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Harriet Parker Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Harry Figgie Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Jackson Kleinert Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
Robert Longsworth Greenwich Wealth Management Greenwich Not listed Percentage of assets, Hourly
William Nichols PUREfi Wealth Greenwich Not listed Percentage of assets, Hourly
John Baxter Baxter Investment Management Greenwich Not listed Percentage of assets
Jonathan Smith Baxter Investment Management Greenwich Not listed Percentage of assets
William Baxter Baxter Investment Management Greenwich Not listed Percentage of assets

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