# Fee-only financial advisors in Guilford, Connecticut > Start with a fee-only advisor in Guilford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joseph Depatie of Diastole Wealth Management, Sally Kennedy of Real Financial Planning and Michael Schulitz of Grey Ledge Advisors, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/connecticut/guilford/ 29 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 Guilford? Start with a fee-only advisor in Guilford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Joseph Depatie of Diastole Wealth Management, Sally Kennedy of Real Financial Planning and Michael Schulitz of Grey Ledge Advisors, chosen for their credentials and fees on file. ## How many fee-only advisors in Guilford are there? The Wellspent public graph lists 29 fee-only advisors in Guilford, at 6 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Guilford focus on? The most common focus among fee-only advisors in Guilford is tax planning (7), followed by small business owners (6) and retirees (6). Advisors can list more than one. ## How do fee-only advisors in Guilford charge? The most common fee among fee-only advisors in Guilford is a percentage of assets, used by 97% of the 29 with fees on file. Many use more than one: 72% charge fixed fees and 55% charge by the hour. ## How many fee-only advisors in Guilford hold the CFP? 21% of the 29 fee-only advisors in Guilford 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 Guilford? 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 | |---|---|---|---|---| | [Radford Brogden](https://find.wellspent.co/advisors/radford-brogden.md) | Compass Wealth Management | Guilford, Connecticut | CFP | Percentage of assets, Fixed fees | | [Sally Kennedy](https://find.wellspent.co/advisors/sally-kennedy.md) | Real Financial Planning | Guilford, Connecticut | CFP | Hourly, Fixed fees | | [Jason Bear](https://find.wellspent.co/advisors/jason-bear.md) | Compass Wealth Management | Guilford, Connecticut | CFA | Percentage of assets, Fixed fees | | [Carolyn Matthes](https://find.wellspent.co/advisors/carolyn-matthes.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Emily Clare Cafasso](https://find.wellspent.co/advisors/emily-clare-cafasso.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Esme Miano](https://find.wellspent.co/advisors/esme-miano.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [William Matthes](https://find.wellspent.co/advisors/william-matthes.md) | Compass Wealth Management | Guilford, Connecticut | | Percentage of assets, Fixed fees | | [Anthony Morgillo](https://find.wellspent.co/advisors/anthony-morgillo.md) | Grey Ledge Advisors | Guilford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Depatie](https://find.wellspent.co/advisors/joseph-depatie.md) | Diastole Wealth Management | Guilford, Connecticut | CFP, CFA | Percentage of assets | | [Michael Schulitz](https://find.wellspent.co/advisors/michael-schulitz.md) | Grey Ledge Advisors | Guilford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [William Leete](https://find.wellspent.co/advisors/william-leete.md) | Monte Financial Group | Guilford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Kish](https://find.wellspent.co/advisors/jason-kish.md) | Grey Ledge Advisors | Guilford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [John Burzenski](https://find.wellspent.co/advisors/john-burzenski.md) | Grey Ledge Advisors | Guilford, Connecticut | PFS | Percentage of assets, Hourly, Fixed fees | | [Alexander Monte](https://find.wellspent.co/advisors/alexander-monte.md) | Monte Financial Group | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Barbara Buzzelli](https://find.wellspent.co/advisors/barbara-buzzelli.md) | Diastole Wealth Management | Guilford, Connecticut | | Percentage of assets | | [Benjamin Monte](https://find.wellspent.co/advisors/benjamin-monte.md) | Monte Financial Group | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Brant Walker](https://find.wellspent.co/advisors/brant-walker.md) | Grey Ledge Advisors | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Cameron Davignon](https://find.wellspent.co/advisors/cameron-davignon.md) | Monte Financial Group | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Charles Reagle](https://find.wellspent.co/advisors/charles-reagle.md) | Grey Ledge Advisors | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Colleen Venter](https://find.wellspent.co/advisors/colleen-venter.md) | Grey Ledge Advisors | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Cook](https://find.wellspent.co/advisors/elizabeth-cook.md) | Diastole Wealth Management | Guilford, Connecticut | | Percentage of assets | | [Elizabeth Eden](https://find.wellspent.co/advisors/elizabeth-eden.md) | Diastole Wealth Management | Guilford, Connecticut | | Percentage of assets | | [Eniko Mikle](https://find.wellspent.co/advisors/eniko-mikle.md) | Diastole Wealth Management | Guilford, Connecticut | | Percentage of assets | | [Ethan Eden](https://find.wellspent.co/advisors/ethan-eden.md) | Diastole Wealth Management | Guilford, Connecticut | | Percentage of assets | | [Jennifer O'Brien](https://find.wellspent.co/advisors/jennifer-o-brien.md) | Diastole Wealth Management | Guilford, Connecticut | | Percentage of assets | | [John McCauley](https://find.wellspent.co/advisors/john-mccauley.md) | Mccauley Investments Advisors | Guilford, Connecticut | | Percentage of assets, Hourly | | [Noah Lifgren](https://find.wellspent.co/advisors/noah-lifgren.md) | Monte Financial Group | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Robert Monte](https://find.wellspent.co/advisors/robert-monte.md) | Monte Financial Group | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Scott Albraccio](https://find.wellspent.co/advisors/scott-albraccio.md) | Grey Ledge Advisors | Guilford, Connecticut | | Percentage of assets, Hourly, Fixed fees | ## 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).