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Fee-only financial advisors in Westport, Connecticut

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.

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Where to start

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

  • Elizabeth Cox Merit Financial Partners, LLC Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
  • Brant Root Firethorn Capital Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
  • Ryan Callas Greenhouse Wealth Management Holds the CFP. Fees on file: percentage of assets.
  • Kevin Brady MJP Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
  • Michael Brennan Brennan Capital Management Holds the CFP. Fees on file: percentage of assets, hourly.
  • Seth Tutlis Seneca Wealth Advisors Holds the CFA. Fees on file: percentage of assets, fixed fees.

By the numbers

Advisors listed
31
Firms
16
Hold the CFP
23%
  • Other credentials: CFA 3% · CPA 3%
  • How they charge (of 31 with fees on file): percentage of assets 100% · fixed fees 61% · hourly 48% · flat fee or retainer 6%

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 Westport by what you need

Find an advisor in Connecticut by fee, assets, or credential

Questions about fee-only advisors in Westport

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.

All 31 advisors in Westport

Fee-only advisors in Westport, Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Elizabeth Cox Merit Financial Partners, LLC Westport CFP, CPA Percentage of assets, Hourly
Brant Root Firethorn Capital Westport CFP Percentage of assets, Flat fee or retainer
Ryan Callas Greenhouse Wealth Management Westport CFP Percentage of assets
Timothy Ozanne Firethorn Capital Westport Not listed Percentage of assets, Flat fee or retainer
Kevin Brady MJP Wealth Advisors Westport CFP Percentage of assets, Hourly
Ruth Gretz MJP Wealth Advisors Westport CFP Percentage of assets, Hourly
Michael Brennan Brennan Capital Management Westport CFP Percentage of assets, Hourly
Charles Shipman Blue Keel Financial Planning Westport Not listed Percentage of assets, Hourly
James Gilchrest JKG Capital Westport Not listed Percentage of assets
Michele Vendig MJP Wealth Advisors Westport Not listed Percentage of assets, Hourly
Christian Giadolor Chicory Wealth Westport Not listed Percentage of assets, Fixed fees
John Maguire LCR Wealth Management Westport Not listed Percentage of assets
Lauren Hauck CastleKeep Investment Advisors Westport Not listed Percentage of assets, Hourly
Lauren Quesada CastleKeep Investment Advisors Westport Not listed Percentage of assets, Hourly
Michael Wehrli LCR Wealth Management Westport Not listed Percentage of assets
Stephen Haberstroh CastleKeep Investment Advisors Westport Not listed Percentage of assets, Hourly
Thomas Garvey LCR Wealth Management Westport Not listed Percentage of assets
Hrefna Martin Merit Financial Partners Westport CFP Percentage of assets, Hourly
Seth Tutlis Seneca Wealth Advisors Westport CFA Percentage of assets, Fixed fees
Andrew Ceisler Blue Square Asset Management Westport Not listed Percentage of assets, Fixed fees
Brayden Brooks August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Conor Keenan August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
David Nightingale Drum Hill Capital Westport Not listed Percentage of assets, Hourly
Howard Greenberg August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Joseph Cardello August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Joseph Manno Merit Financial Partners Westport Not listed Percentage of assets, Hourly
Peter Grave August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Phillip Schemel Schemco Westport Not listed Percentage of assets, Hourly
Robbie Newman August Wealth Advisors Westport Not listed Percentage of assets, Fixed fees
Ronald Welz Drum Hill Capital Westport Not listed Percentage of assets, Hourly
Zachary Olson Drum Hill Capital Westport Not listed Percentage of assets, Hourly

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