W Wellspent
Wellspent public graph/Specialties/Divorce financial planning/Connecticut

Financial advisors for divorce in Connecticut

Which financial advisor should I talk to about divorce in Connecticut?

For divorce in Connecticut, talk to a fee-only planner who has modeled divorce settlements, ideally before you agree to one. They can show what each option leaves you with after tax and in ten years, which a lawyer usually won't. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, Charles Kreitler of Kreitler Financial and Ronald Milone of Heritage Capital.

Where to start

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

  • Elizabeth Cox Merit Financial Partners, LLC, Westport Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
  • Charles Kreitler Kreitler Financial, New Haven Holds the CFP. Fees on file: percentage of assets.
  • Ronald Milone Heritage Capital, New Haven Holds the CFP. Fees on file: percentage of assets.
  • Sarah Maskill Financial Answers, Ellington Holds the CFP. Fees on file: hourly, one-time planning fee.
  • Allison Donaldson HTG Investment Advisors Inc., New Canaan Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Corrin Burke Successful Wealth Strategies, Canton Holds the CFP. Fees on file: hourly, ongoing planning fee.

How many fee-only financial advisors in Connecticut work on divorce?

The Wellspent public graph lists 28 fee-only advisors for divorce in Connecticut, at 11 firms. We counted every advisor record that lists this work, as of October 2026.

Where are fee-only advisors for divorce in Connecticut located?

Of the 28 fee-only advisors for divorce in Connecticut, 11 are in Stamford, followed by 5 in New Haven and 3 in Darien.

  • Stamford 11
  • New Haven 5
  • Darien 3
  • Westport 2
  • New Canaan 1

Plus 6 in other cities.

How do fee-only advisors for divorce in Connecticut charge?

The most common fee among fee-only advisors for divorce in Connecticut is a percentage of assets, used by 89% of the 28 with fees on file. Many use more than one: 61% charge by the hour and 43% charge fixed fees.

What credentials should a financial advisor for divorce have?

For divorce, look for the CFP and CPA. In Connecticut, 43% of the 28 advisors listed hold the CFP.

CFP43% in Connecticut
The CFP covers the plan you'll live on afterward.
CPA4% in Connecticut
CPAs help with the tax cost of dividing assets.

How do Connecticut advisors for divorce compare with the rest of the US?

43% of fee-only advisors for divorce in Connecticut hold the CFP, compared with 48% of the 949 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

  • Hold the CFP 43% 48%
  • Hold the CPA 4% 2%
  • Charge a percentage of assets 89% 88%
  • Charge by the hour 61% 58%
  • Charge fixed fees 43% 48%

Dark bars are Connecticut. Light bars are all US advisors for divorce.

How does Connecticut divide property in a divorce?

Connecticut divides marital property by equitable distribution, which means what's fair rather than automatically half.

What should I ask a financial advisor about divorce in Connecticut?

  1. How many divorces have you worked on, and at what stage do you get involved?
  2. Will you compare settlement options after tax?
  3. How do you handle dividing retirement accounts?
  4. Do you work with my attorney, or only with me?
  5. How do Connecticut's property rules change what I should ask for?

How current is this list of fee-only advisors for divorce in Connecticut?

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 28 advisors

Fee-only advisors for divorce in Connecticut: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Allison Donaldson HTG Investment Advisors Inc. New Canaan CFP, MBA, JD Percentage of assets, Ongoing planning fee
Elizabeth Cox Merit Financial Partners, LLC Westport CFP, CPA Percentage of assets, Hourly
Jeffrey Mehler Jeffrey N. Mehler, CFP LLC Essex BS, CFP, MBA Percentage of assets, Hourly
Sarah Maskill Financial Answers Ellington CFP Hourly, One-time planning fee
Charles Kreitler Kreitler Financial New Haven CFP Percentage of assets
Jacob Ness Kreitler Financial New Haven CFP Percentage of assets
Ronald Milone Heritage Capital New Haven CFP Percentage of assets
Brendan McEwan RZH Advisors Stamford CFP Percentage of assets, Hourly
Carl Zuckerberg RZH Advisors Stamford CFP Percentage of assets, Hourly
Corrin Burke Successful Wealth Strategies Canton CFP Hourly, Ongoing planning fee
Lauren Rowland RZH Advisors Stamford CFP Percentage of assets, Hourly
Spencer Cooper RZH Advisors Stamford CFP Percentage of assets, Hourly
Dwayne Tyril Kreitler Financial New Haven CFA Percentage of assets
Austin Doebler RZH Advisors Stamford CFA Percentage of assets, Hourly
John Zaro Bourgeon Capital Management Darien CFA Percentage of assets, Fixed fees
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
Alyse Uzarski Kreitler Financial New Haven Not listed Percentage of assets
Charles Shipman Blue Keel Financial Planning Westport Not listed Percentage of assets, Hourly
Christopher Angle Heritage Capital Redding Not listed Percentage of assets
Paul Schatz Heritage Capital Woodbridge Not listed Percentage of assets
David Gibbs Successful Wealth Strategies Farmington Not listed Hourly, Ongoing 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
John Mallozzi Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees
Richard Hall Bourgeon Capital Management Darien Not listed Percentage of assets, Fixed fees

Want a shorter list for divorce?

Tell us what you need and we'll narrow Connecticut's 28 advisors to the few who fit.

Get matched in 2 minutes