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.
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.
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?
- How many divorces have you worked on, and at what stage do you get involved?
- Will you compare settlement options after tax?
- How do you handle dividing retirement accounts?
- Do you work with my attorney, or only with me?
- 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
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
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