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Fee-only financial advisors in Guilford, Connecticut

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.

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Where to start

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

  • Joseph Depatie Diastole Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets.
  • Sally Kennedy Real Financial Planning Holds the CFP. Fees on file: hourly, fixed fees.
  • Michael Schulitz Grey Ledge Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
  • Radford Brogden Compass Wealth Management Holds the CFP. Fees on file: percentage of assets, fixed fees.
  • William Leete Monte Financial Group Holds the CFP. Fees on file: percentage of assets, hourly.
  • John McCauley Mccauley Investments Advisors Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
29
Firms
6
Hold the CFP
21%
  • Other credentials: CFA 10%
  • How they charge (of 29 with fees on file): percentage of assets 97% · fixed fees 72% · hourly 55%

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

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Questions about fee-only advisors in Guilford

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.

All 29 advisors in Guilford

Fee-only advisors in Guilford, Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Radford Brogden Compass Wealth Management Guilford CFP Percentage of assets, Fixed fees
Sally Kennedy Real Financial Planning Guilford CFP Hourly, Fixed fees
Jason Bear Compass Wealth Management Guilford CFA Percentage of assets, Fixed fees
Carolyn Matthes Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Emily Clare Cafasso Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Esme Miano Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
William Matthes Compass Wealth Management Guilford Not listed Percentage of assets, Fixed fees
Anthony Morgillo Grey Ledge Advisors Guilford CFP Percentage of assets, Hourly
Joseph Depatie Diastole Wealth Management Guilford CFP, CFA Percentage of assets
Michael Schulitz Grey Ledge Advisors Guilford CFP Percentage of assets, Hourly
William Leete Monte Financial Group Guilford CFP Percentage of assets, Hourly
Jason Kish Grey Ledge Advisors Guilford CFA Percentage of assets, Hourly
John Burzenski Grey Ledge Advisors Guilford PFS Percentage of assets, Hourly
Alexander Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Barbara Buzzelli Diastole Wealth Management Guilford Not listed Percentage of assets
Benjamin Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Brant Walker Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Cameron Davignon Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Charles Reagle Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Colleen Venter Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly
Elizabeth Cook Diastole Wealth Management Guilford Not listed Percentage of assets
Elizabeth Eden Diastole Wealth Management Guilford Not listed Percentage of assets
Eniko Mikle Diastole Wealth Management Guilford Not listed Percentage of assets
Ethan Eden Diastole Wealth Management Guilford Not listed Percentage of assets
Jennifer O'Brien Diastole Wealth Management Guilford Not listed Percentage of assets
John McCauley Mccauley Investments Advisors Guilford Not listed Percentage of assets, Hourly
Noah Lifgren Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Robert Monte Monte Financial Group Guilford Not listed Percentage of assets, Hourly
Scott Albraccio Grey Ledge Advisors Guilford Not listed Percentage of assets, Hourly

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