Fee-only financial advisors in Stamford, Connecticut
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Carl Scholtz Scholtz & Company Holds the CFA. Fees on file: one-time planning fee.
- Gabriel Nardi Tadpole Investments Holds the CFA. Fees on file: percentage of assets, hourly.
- James Cook JC Capital Advisors Group Holds the CFP. Fees on file: percentage of assets.
- Austin Doebler RZH Advisors Holds the CFA. Fees on file: percentage of assets, hourly.
- Cooper Smith Carnegie Investment Counsel Holds the CFP. Fees on file: percentage of assets, hourly.
- Jacob Lambert Tortoise Investment Management Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 48
- Firms
- 18
- Hold the CFP
- 17%
- Other credentials: CFA 6%
- How they charge (of 48 with fees on file): percentage of assets 96% · fixed fees 58% · performance-based fees 40% · hourly 29%
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 Stamford by what you need
- Estate planning in Connecticut
- Retirement planning in Connecticut
- Family wealth transfer in Connecticut
- Tax planning in Connecticut
- Small business owners in Connecticut
- Executives in Connecticut
- Retirees in Connecticut
- Pre-retirees in Connecticut
- Ultra-high-net-worth families in Connecticut
- Divorce financial planning in Connecticut
Find an advisor in Connecticut by fee, assets, or credential
Questions about fee-only advisors in Stamford
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.
All 48 advisors in Stamford
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Cooper Smith | Carnegie Investment Counsel | Stamford | CFP | Percentage of assets, Hourly |
| Brendan McEwan | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Carl Zuckerberg | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| James Cook | JC Capital Advisors Group | Stamford | CFP | Percentage of assets |
| Lauren Rowland | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Spencer Cooper | RZH Advisors | Stamford | CFP | Percentage of assets, Hourly |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| Austin Doebler | RZH Advisors | Stamford | CFA | Percentage of assets, Hourly |
| Gabriel Nardi | Tadpole Investments | Stamford | CFA | Percentage of assets, Hourly |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Carl Scholtz | Scholtz & Company | Stamford | CFA | One-time planning fee |
| Ivy Alexander | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Jean-Paul Atallah | RZH Advisors | Stamford | Not listed | Percentage of assets, Hourly |
| Kavita Rathi | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Vikram Kaul | OneNorthStar | Stamford | Not listed | Percentage of assets |
| Bradley Riccardi | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Evan Finkel | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| John Sullivan | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Matthew Stevens | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Thomas Roth | Integra Global Advisors | Stamford | Not listed | Percentage of assets, Performance-based fees |
| Brian Lasher | Euclid Harding | Stamford | Not listed | Percentage of assets, Fixed fees |
| Elliot Turner | RGA Investment Advisors | Stamford | Not listed | Percentage of assets |
| Kyra Palmer | Oak Financial Group | Stamford | Not listed | Percentage of assets, Fixed fees |
| Neil Hackman | Oak Financial Group | Stamford | Not listed | Percentage of assets, Fixed fees |
| Peter Scholtz | Scholtz & Company | Stamford | Not listed | One-time planning fee |
| Jacob Lambert | Tortoise Investment Management | Stamford | CFP | Percentage of assets |
| Aaron Kennon | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Alexander Russell | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Arthur Norton | Araglan Capital Management | Stamford | Not listed | Percentage of assets, Hourly |
| Christopher Rossetti | Tortoise Investment Management | Stamford | Not listed | Percentage of assets |
| Donald Roger Liddell | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Harrinson Agudelo-Rios | Finmas Capital | Stamford | Not listed | Percentage of assets, Fixed fees |
| Henrik Brun | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Ian Armstrong | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Jacques Cattier | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| James Taliaferro | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Jeb Armstrong | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Joseph Rizzo | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Joshua Peteet | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Kirstin Mobyed | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Matthew Stendardi | CFM Advisors | Stamford | Not listed | Percentage of assets, Fixed fees |
| Michael Scholten | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Scott Bogan | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
| Steven Shaw | Clear Harbor Asset Management | Stamford | Not listed | Percentage of assets, Fixed fees |
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