# Financial advisors for estate planning in Connecticut > For estate planning in Connecticut, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include J. David Principe of SAGEbroadview Wealth Management, LLC, Allison Donaldson of HTG Investment Advisors Inc. and Andrew Marchionni of Main Street Research. Page: https://find.wellspent.co/specialties/estate-planning/connecticut/ 93 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Connecticut? For estate planning in Connecticut, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include J. David Principe of SAGEbroadview Wealth Management, LLC, Allison Donaldson of HTG Investment Advisors Inc. and Andrew Marchionni of Main Street Research. - [J. David Principe](https://find.wellspent.co/advisors/j-david-principe/), SAGEbroadview Wealth Management, LLC, Farmington. Holds the CFP and CPA. Fees on file: ongoing planning fee. - [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson/), HTG Investment Advisors Inc., New Canaan. Holds the CFP and JD. Fees on file: percentage of assets, ongoing planning fee. - [Andrew Marchionni](https://find.wellspent.co/advisors/andrew-marchionni/), Main Street Research, Lakeville. Holds the CFP. Fees on file: percentage of assets. - [John Bubello](https://find.wellspent.co/advisors/john-bubello/), Compass Retirement, Old Saybrook. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy/), MFC Portfolios, Darien. Holds the CFP. Fees on file: hourly. - [Ryan Morrissey](https://find.wellspent.co/advisors/ryan-morrissey/), Morrissey Wealth Management, North Haven. Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee. ## How many fee-only financial advisors in Connecticut work on estate planning? The Wellspent public graph lists 93 fee-only advisors for estate planning in Connecticut, at 32 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Connecticut located? Of the 93 fee-only advisors for estate planning in Connecticut, 18 are in Lakeville, followed by 14 in Farmington and 11 in Greenwich. ## How do fee-only advisors for estate planning in Connecticut charge? The most common fee among fee-only advisors for estate planning in Connecticut is a percentage of assets, used by 89% of the 93 with fees on file. Many use more than one: 45% charge fixed fees and 40% charge by the hour. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP, JD and CPA. In Connecticut, 32% of the 93 advisors listed hold the CFP. - CFP (32% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - JD (1% of advisors listed): A law degree helps a planner read trusts and documents closely. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do Connecticut advisors for estate planning compare with the rest of the US? 32% of fee-only advisors for estate planning in Connecticut hold the CFP, compared with 44% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Connecticut have an estate tax? Yes. Connecticut has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about estate planning in Connecticut? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - How would you plan for Connecticut's estate tax as well as the federal one? ## How current is this list of fee-only advisors for estate planning 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Allison Donaldson](https://find.wellspent.co/advisors/allison-donaldson.md) | HTG Investment Advisors Inc. | New Canaan, Connecticut | CFP, MBA, JD | Percentage of assets, Ongoing planning fee | | [Patricia Kane](https://find.wellspent.co/advisors/patricia-kane.md) | Kane Financial Planning, LLC | Avon, Connecticut | CFP, MBA | Percentage of assets, Hourly, Ongoing planning fee, One-time planning fee | | [Christopher Annello](https://find.wellspent.co/advisors/christopher-annello.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP | Ongoing planning fee | | [J. David Principe](https://find.wellspent.co/advisors/j-david-principe.md) | SAGEbroadview Wealth Management, LLC | Farmington, Connecticut | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee | | [Jeffrey Mehler](https://find.wellspent.co/advisors/jeffrey-mehler.md) | Jeffrey N. Mehler, CFP LLC | Essex, Connecticut | BS, CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Karen Ogden](https://find.wellspent.co/advisors/karen-ogden.md) | Envest Asset Management, LLC | Ridgefield, Connecticut | CFP, MBA, BS, CPWA | Percentage of assets, Hourly, Fixed fees | | [Marc Lowe](https://find.wellspent.co/advisors/marc-lowe.md) | In The Money Retirement Planning | Waterford, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Granucci](https://find.wellspent.co/advisors/daniel-granucci.md) | Iron Path Wealth Management, Inc. | Sandy Hook, Connecticut | CFA, CFP | Percentage of assets, Hourly, Subscription, Fixed fees | | [Lazetta Braxton](https://find.wellspent.co/advisors/lazetta-braxton.md) | The Real Wealth Coterie | New Haven, Connecticut | CFP | Ongoing planning fee, Percentage of assets | | [Stephen Lupkas](https://find.wellspent.co/advisors/stephen-lupkas.md) | myFinancialPro | Shelton, Connecticut | CFP | Percentage of assets, Hourly | | [Danielle Barbato](https://find.wellspent.co/advisors/danielle-barbato.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer | | [John Bubello](https://find.wellspent.co/advisors/john-bubello.md) | Compass Retirement | Old Saybrook, Connecticut | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee | | [Richard LoPresti](https://find.wellspent.co/advisors/richard-lopresti.md) | Milestone Asset Management Group | Avon, Connecticut | CFP | Flat fee or retainer | | [Robert Leahy](https://find.wellspent.co/advisors/robert-leahy.md) | MFC Portfolios | Darien, Connecticut | CFP, ChFC | Hourly | | [Ryan Morrissey](https://find.wellspent.co/advisors/ryan-morrissey.md) | Morrissey Wealth Management | North Haven, Connecticut | CFP | One-time planning fee, Ongoing planning fee | | [Alexandra Rooney](https://find.wellspent.co/advisors/alexandra-rooney.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Andrew Marchionni](https://find.wellspent.co/advisors/andrew-marchionni.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Bert Bowler](https://find.wellspent.co/advisors/bert-bowler.md) | Round Rock Advisors | Wilton, Connecticut | CFP | Percentage of assets, Fixed fees | | [John Planell](https://find.wellspent.co/advisors/john-planell.md) | Round Rock Advisors | Wilton, Connecticut | CFP | Percentage of assets, Fixed fees | | [Matthew Northrop](https://find.wellspent.co/advisors/matthew-northrop.md) | Main Street Research | Greenwich, Connecticut | CFP | Percentage of assets | | [Natalie McMahon](https://find.wellspent.co/advisors/natalie-mcmahon.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Peter Fiorita](https://find.wellspent.co/advisors/peter-fiorita.md) | Main Street Research | Lakeville, Connecticut | CFP | Percentage of assets | | [Christopher Stevenson](https://find.wellspent.co/advisors/christopher-stevenson.md) | Telos Partners | Avon, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Clifford Straub](https://find.wellspent.co/advisors/clifford-straub.md) | Lifestyle Financial Strategies | Middletown, Connecticut | CFP | Percentage of assets | | [Ryan Callas](https://find.wellspent.co/advisors/ryan-callas.md) | Greenhouse Wealth Management | Westport, Connecticut | CFP | Percentage of assets | | [Corrin Burke](https://find.wellspent.co/advisors/corrin-burke.md) | Successful Wealth Strategies | Canton, Connecticut | CFP | Hourly, Ongoing planning fee | | [Kevin Brady](https://find.wellspent.co/advisors/kevin-brady.md) | MJP Wealth Advisors | Westport, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Lily Taft](https://find.wellspent.co/advisors/lily-taft.md) | Main Street Research | Lakeville, Connecticut | CFA | Percentage of assets | | [Louis Nistico](https://find.wellspent.co/advisors/louis-nistico.md) | MJP Wealth Advisors | Farmington, Connecticut | CFP | Percentage of assets, Hourly, Fixed fees | | [Lynda Kommel-Browne](https://find.wellspent.co/advisors/lynda-kommel-browne.md) | Round Rock Advisors | Wilton, Connecticut | CFA | Percentage of assets, Fixed fees | | [Omar Dinar](https://find.wellspent.co/advisors/omar-dinar.md) | Riehl, Dinar & Associates | Stamford, Connecticut | | Percentage of assets | | [Richard Hammond](https://find.wellspent.co/advisors/richard-hammond.md) | MJP Wealth Advisors | Farmington, 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 | | [Brian Williams](https://find.wellspent.co/advisors/brian-williams.md) | Northshire Consulting | Southington, Connecticut | | Ongoing planning fee, Percentage of assets | | [Dennis Tucker](https://find.wellspent.co/advisors/dennis-tucker.md) | Greenwich Advisors | Greenwich, Connecticut | CFA | Percentage of assets | | [Eric Meermann](https://find.wellspent.co/advisors/eric-meermann.md) | Palisades Hudson Financial Group | Stamford, Connecticut | CFP | Percentage of assets, Fixed fees | | [Matthew Fernandez](https://find.wellspent.co/advisors/matthew-fernandez.md) | Morrissey Wealth Management | North Haven, Connecticut | | One-time planning fee, Ongoing planning fee | | [Michael Grennan](https://find.wellspent.co/advisors/michael-grennan.md) | Charter Research & Investment Group | Southport, Connecticut | CFA | Percentage of assets, Fixed fees | | [Michael Mezheritskiy](https://find.wellspent.co/advisors/michael-mezheritskiy.md) | Milestone Asset Management Group | Avon, Connecticut | | Flat fee or retainer | | [William Kennedy](https://find.wellspent.co/advisors/william-kennedy.md) | RiskBridge Advisors | Norwalk, Connecticut | CFA | Percentage of assets, Hourly, Fixed fees | | [Aaron Stern](https://find.wellspent.co/advisors/aaron-stern.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Allison Costas](https://find.wellspent.co/advisors/allison-costas.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Benjamin Armellini](https://find.wellspent.co/advisors/benjamin-armellini.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Besart Beluli](https://find.wellspent.co/advisors/besart-beluli.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Bridget Johanson](https://find.wellspent.co/advisors/bridget-johanson.md) | Main Street Research | Greenwich , Connecticut | | Percentage of assets | | [Craig Jensen](https://find.wellspent.co/advisors/craig-jensen.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Elaine Biersack](https://find.wellspent.co/advisors/elaine-biersack.md) | Round Rock Advisors | Wilton, Connecticut | | Percentage of assets, Fixed fees | | [Elizabeth Baldassari](https://find.wellspent.co/advisors/elizabeth-baldassari.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Emily Slama](https://find.wellspent.co/advisors/emily-slama.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | | [Henrique Cataldi](https://find.wellspent.co/advisors/henrique-cataldi.md) | Main Street Research | Lakeville, Connecticut | | Percentage of assets | Showing the first 50 of 93. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/connecticut/?page=2 ## Related - [Retirement planning in Connecticut](https://find.wellspent.co/specialties/retirement-planning/connecticut.md) - [Family wealth transfer in Connecticut](https://find.wellspent.co/specialties/family-wealth-transfer/connecticut.md) - [Tax planning in Connecticut](https://find.wellspent.co/specialties/tax-planning/connecticut.md) - [Small business owners in Connecticut](https://find.wellspent.co/specialties/small-business-owners/connecticut.md) - [Executives in Connecticut](https://find.wellspent.co/audiences/executives/connecticut.md) - [Retirees in Connecticut](https://find.wellspent.co/audiences/retirees/connecticut.md) ## 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).