# Fee-only financial advisors in Stamford, Connecticut > Start with a fee-only advisor in Stamford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Carl Scholtz of Scholtz & Company, Gabriel Nardi of Tadpole Investments and James Cook of JC Capital Advisors Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/connecticut/stamford/ 48 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 Stamford? Start with a fee-only advisor in Stamford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Carl Scholtz of Scholtz & Company, Gabriel Nardi of Tadpole Investments and James Cook of JC Capital Advisors Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Stamford are there? The Wellspent public graph lists 48 fee-only advisors in Stamford, at 18 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Stamford focus on? The most common focus among fee-only advisors in Stamford is family wealth transfer (13), followed by ultra-high-net-worth families (11) and divorce (11). Advisors can list more than one. ## How do fee-only advisors in Stamford charge? The most common fee among fee-only advisors in Stamford is a percentage of assets, used by 96% of the 48 with fees on file. Many use more than one: 58% charge fixed fees and 40% charge performance-based fees. ## How many fee-only advisors in Stamford hold the CFP? 17% of the 48 fee-only advisors in Stamford 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 Stamford? 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 | |---|---|---|---|---| | [Cooper Smith](https://find.wellspent.co/advisors/cooper-smith.md) | Carnegie Investment Counsel | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Brendan McEwan](https://find.wellspent.co/advisors/brendan-mcewan.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Carl Zuckerberg](https://find.wellspent.co/advisors/carl-zuckerberg.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [James Cook](https://find.wellspent.co/advisors/james-cook.md) | JC Capital Advisors Group | Stamford, Connecticut | CFP | Percentage of assets | | [Lauren Rowland](https://find.wellspent.co/advisors/lauren-rowland.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Omar Dinar](https://find.wellspent.co/advisors/omar-dinar.md) | Riehl, Dinar & Associates | Stamford, Connecticut | | Percentage of assets | | [Spencer Cooper](https://find.wellspent.co/advisors/spencer-cooper.md) | RZH Advisors | Stamford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Eric Meermann](https://find.wellspent.co/advisors/eric-meermann.md) | Palisades Hudson Financial Group | Stamford, Connecticut | CFP | Percentage of assets, Fixed fees | | [Austin Doebler](https://find.wellspent.co/advisors/austin-doebler.md) | RZH Advisors | Stamford, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Gabriel Nardi](https://find.wellspent.co/advisors/gabriel-nardi.md) | Tadpole Investments | Stamford, Connecticut | CFA | Percentage of assets, Hourly | | [Julie Jason](https://find.wellspent.co/advisors/julie-jason.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Michael Tenreiro](https://find.wellspent.co/advisors/michael-tenreiro.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Robert Carroll](https://find.wellspent.co/advisors/robert-carroll.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Ryan Flynn](https://find.wellspent.co/advisors/ryan-flynn.md) | Jackson, Grant | Stamford, Connecticut | | Percentage of assets, Hourly | | [Carl Scholtz](https://find.wellspent.co/advisors/carl-scholtz.md) | Scholtz & Company | Stamford, Connecticut | CFA | One-time planning fee | | [Ivy Alexander](https://find.wellspent.co/advisors/ivy-alexander.md) | RZH Advisors | Stamford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Jean-Paul Atallah](https://find.wellspent.co/advisors/jean-paul-atallah.md) | RZH Advisors | Stamford, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Kavita Rathi](https://find.wellspent.co/advisors/kavita-rathi.md) | OneNorthStar | Stamford, Connecticut | | Percentage of assets | | [Vikram Kaul](https://find.wellspent.co/advisors/vikram-kaul.md) | OneNorthStar | Stamford, Connecticut | | Percentage of assets | | [Bradley Riccardi](https://find.wellspent.co/advisors/bradley-riccardi.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Evan Finkel](https://find.wellspent.co/advisors/evan-finkel.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [John Sullivan](https://find.wellspent.co/advisors/john-sullivan-7227095.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Matthew Stevens](https://find.wellspent.co/advisors/matthew-stevens.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Thomas Roth](https://find.wellspent.co/advisors/thomas-roth.md) | Integra Global Advisors | Stamford, Connecticut | | Percentage of assets, Performance-based fees | | [Brian Lasher](https://find.wellspent.co/advisors/brian-lasher.md) | Euclid Harding | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Elliot Turner](https://find.wellspent.co/advisors/elliot-turner.md) | RGA Investment Advisors | Stamford, Connecticut | | Percentage of assets | | [Kyra Palmer](https://find.wellspent.co/advisors/kyra-palmer.md) | Oak Financial Group | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Neil Hackman](https://find.wellspent.co/advisors/neil-hackman.md) | Oak Financial Group | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Peter Scholtz](https://find.wellspent.co/advisors/peter-scholtz.md) | Scholtz & Company | Stamford, Connecticut | | One-time planning fee | | [Jacob Lambert](https://find.wellspent.co/advisors/jacob-lambert.md) | Tortoise Investment Management | Stamford, Connecticut | CFP | Percentage of assets | | [Aaron Kennon](https://find.wellspent.co/advisors/aaron-kennon.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Alexander Russell](https://find.wellspent.co/advisors/alexander-russell.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Arthur Norton](https://find.wellspent.co/advisors/arthur-norton.md) | Araglan Capital Management | Stamford, Connecticut | | Percentage of assets, Hourly | | [Christopher Rossetti](https://find.wellspent.co/advisors/christopher-rossetti.md) | Tortoise Investment Management | Stamford, Connecticut | | Percentage of assets | | [Donald Roger Liddell](https://find.wellspent.co/advisors/donald-roger-liddell.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Harrinson Agudelo-Rios](https://find.wellspent.co/advisors/harrinson-agudelo-rios.md) | Finmas Capital | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Henrik Brun](https://find.wellspent.co/advisors/henrik-brun.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Ian Armstrong](https://find.wellspent.co/advisors/ian-armstrong.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Jacques Cattier](https://find.wellspent.co/advisors/jacques-cattier.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [James Taliaferro](https://find.wellspent.co/advisors/james-taliaferro.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Jeb Armstrong](https://find.wellspent.co/advisors/jeb-armstrong.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Joseph Rizzo](https://find.wellspent.co/advisors/joseph-rizzo.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Joshua Peteet](https://find.wellspent.co/advisors/joshua-peteet.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Kirstin Mobyed](https://find.wellspent.co/advisors/kirstin-mobyed.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Stendardi](https://find.wellspent.co/advisors/matthew-stendardi.md) | CFM Advisors | Stamford, Connecticut | | Percentage of assets, Fixed fees | | [Michael Scholten](https://find.wellspent.co/advisors/michael-scholten.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Scott Bogan](https://find.wellspent.co/advisors/scott-bogan.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Steven Shaw](https://find.wellspent.co/advisors/steven-shaw.md) | Clear Harbor Asset Management | Stamford, Connecticut | | Percentage of assets, Fixed fees, Performance-based 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).