# Fee-only financial advisors in Westport, Connecticut > Start with a fee-only advisor in Westport whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, Brant Root of Firethorn Capital and Ryan Callas of Greenhouse Wealth Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/connecticut/westport/ 31 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 Westport? Start with a fee-only advisor in Westport whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, Brant Root of Firethorn Capital and Ryan Callas of Greenhouse Wealth Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Westport are there? The Wellspent public graph lists 31 fee-only advisors in Westport, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Westport focus on? The most common focus among fee-only advisors in Westport is small business owners (6), followed by estate planning (5) and retirement planning (4). Advisors can list more than one. ## How do fee-only advisors in Westport charge? All 31 fee-only advisors in Westport with fees on file charge a percentage of assets. Many use more than one: 61% charge fixed fees and 48% charge by the hour. ## How many fee-only advisors in Westport hold the CFP? 23% of the 31 fee-only advisors in Westport 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 Westport? 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 | |---|---|---|---|---| | [Elizabeth Cox](https://find.wellspent.co/advisors/elizabeth-cox.md) | Merit Financial Partners, LLC | Westport, Connecticut | CFP, CPA | Percentage of assets, Hourly, One-time planning fee, Ongoing planning fee | | [Brant Root](https://find.wellspent.co/advisors/brant-root.md) | Firethorn Capital | Westport, Connecticut | CFP | Percentage of assets, Flat fee or retainer | | [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas.md) | Greenhouse Wealth Management | Westport, Connecticut | CFP | Percentage of assets | | [Timothy Ozanne](https://find.wellspent.co/advisors/timothy-ozanne.md) | Firethorn Capital | Westport, Connecticut | | Percentage of assets, Flat fee or retainer | | [Kevin Brady](https://find.wellspent.co/advisors/kevin-brady.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Ruth Gretz](https://find.wellspent.co/advisors/ruth-gretz.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Brennan](https://find.wellspent.co/advisors/michael-brennan.md) | Brennan Capital Management | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Shipman](https://find.wellspent.co/advisors/charles-shipman.md) | Blue Keel Financial Planning | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [James Gilchrest](https://find.wellspent.co/advisors/james-gilchrest.md) | JKG Capital | Westport, Connecticut | | Percentage of assets | | [Michele Vendig](https://find.wellspent.co/advisors/michele-vendig.md) | MJP Wealth Advisors | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Christian Giadolor](https://find.wellspent.co/advisors/christian-giadolor.md) | Chicory Wealth | Westport, Connecticut | | Percentage of assets, Fixed fees | | [John Maguire](https://find.wellspent.co/advisors/john-maguire.md) | LCR Wealth Management | Westport, Connecticut | | Percentage of assets | | [Lauren Hauck](https://find.wellspent.co/advisors/lauren-hauck.md) | CastleKeep Investment Advisors | Westport, Connecticut | | Percentage of assets, Hourly | | [Lauren Quesada](https://find.wellspent.co/advisors/lauren-quesada.md) | CastleKeep Investment Advisors | Westport, Connecticut | | Percentage of assets, Hourly | | [Michael Wehrli](https://find.wellspent.co/advisors/michael-wehrli.md) | LCR Wealth Management | Westport, Connecticut | | Percentage of assets | | [Stephen Haberstroh](https://find.wellspent.co/advisors/stephen-haberstroh.md) | CastleKeep Investment Advisors | Westport, Connecticut | | Percentage of assets, Hourly | | [Thomas Garvey](https://find.wellspent.co/advisors/thomas-garvey.md) | LCR Wealth Management | Westport, Connecticut | | Percentage of assets | | [Hrefna Martin](https://find.wellspent.co/advisors/hrefna-martin.md) | Merit Financial Partners | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Seth Tutlis](https://find.wellspent.co/advisors/seth-tutlis.md) | Seneca Wealth Advisors | Westport, Connecticut | CFA | Percentage of assets, Fixed fees | | [Andrew Ceisler](https://find.wellspent.co/advisors/andrew-ceisler.md) | Blue Square Asset Management | Westport, Connecticut | | Percentage of assets, Fixed fees, Performance-based fees | | [Brayden Brooks](https://find.wellspent.co/advisors/brayden-brooks.md) | August Wealth Advisors | Westport, Connecticut | | Percentage of assets, Fixed fees | | [Conor Keenan](https://find.wellspent.co/advisors/conor-keenan.md) | August Wealth Advisors | Westport, Connecticut | | Percentage of assets, Fixed fees | | [David Nightingale](https://find.wellspent.co/advisors/david-nightingale.md) | Drum Hill Capital | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Howard Greenberg](https://find.wellspent.co/advisors/howard-greenberg.md) | August Wealth Advisors | Westport, Connecticut | | Percentage of assets, Fixed fees | | [Joseph Cardello](https://find.wellspent.co/advisors/joseph-cardello.md) | August Wealth Advisors | Westport, Connecticut | | Percentage of assets, Fixed fees | | [Joseph Manno](https://find.wellspent.co/advisors/joseph-manno.md) | Merit Financial Partners | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Peter Grave](https://find.wellspent.co/advisors/peter-grave.md) | August Wealth Advisors | Westport, Connecticut | | Percentage of assets, Fixed fees | | [Phillip Schemel](https://find.wellspent.co/advisors/phillip-schemel.md) | Schemco | Westport, Connecticut | | Percentage of assets, Hourly, Performance-based fees | | [Robbie Newman](https://find.wellspent.co/advisors/robbie-newman.md) | August Wealth Advisors | Westport, Connecticut | | Percentage of assets, Fixed fees | | [Ronald Welz](https://find.wellspent.co/advisors/ronald-welz.md) | Drum Hill Capital | Westport, Connecticut | | Percentage of assets, Hourly, Fixed fees | | [Zachary Olson](https://find.wellspent.co/advisors/zachary-olson.md) | Drum Hill Capital | Westport, 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).