Financial advisors for estate planning in Connecticut
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- J. David Principe SAGEbroadview Wealth Management, LLC, Farmington Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Allison Donaldson HTG Investment Advisors Inc., New Canaan Holds the CFP and JD. Fees on file: percentage of assets, ongoing planning fee.
- Andrew Marchionni Main Street Research, Lakeville Holds the CFP. Fees on file: percentage of assets.
- John Bubello Compass Retirement, Old Saybrook Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Robert Leahy MFC Portfolios, Darien Holds the CFP. Fees on file: hourly.
- 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.
Plus 35 in other cities.
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.
- CFP32% in Connecticut
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Connecticut
- A law degree helps a planner read trusts and documents closely.
- CPA1% in Connecticut
- 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.
Dark bars are Connecticut. Light bars are all US advisors for estate planning.
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.
All 93 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Allison Donaldson | HTG Investment Advisors Inc. | New Canaan | CFP, MBA, JD | Percentage of assets, Ongoing planning fee |
| Patricia Kane | Kane Financial Planning, LLC | Avon | CFP, MBA | Percentage of assets, Hourly |
| Christopher Annello | SAGEbroadview Wealth Management, LLC | Farmington | CFP | Ongoing planning fee |
| J. David Principe | SAGEbroadview Wealth Management, LLC | Farmington | CFP, Certified Student Loan Professional, CPA/PFS, RLP | Ongoing planning fee |
| Jeffrey Mehler | Jeffrey N. Mehler, CFP LLC | Essex | BS, CFP, MBA | Percentage of assets, Hourly |
| Karen Ogden | Envest Asset Management, LLC | Ridgefield | CFP, MBA, BS, CPWA | Percentage of assets, Hourly |
| Marc Lowe | In The Money Retirement Planning | Waterford | CFP | Percentage of assets, Hourly |
| Daniel Granucci | Iron Path Wealth Management, Inc. | Sandy Hook | CFA, CFP | Percentage of assets, Hourly |
| Lazetta Braxton | The Real Wealth Coterie | New Haven | CFP | Ongoing planning fee, Percentage of assets |
| Stephen Lupkas | myFinancialPro | Shelton | CFP | Percentage of assets, Hourly |
| Danielle Barbato | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| John Bubello | Compass Retirement | Old Saybrook | CFP | Percentage of assets, Flat fee or retainer |
| Richard LoPresti | Milestone Asset Management Group | Avon | CFP | Flat fee or retainer |
| Robert Leahy | MFC Portfolios | Darien | CFP, ChFC | Hourly |
| Ryan Morrissey | Morrissey Wealth Management | North Haven | CFP | One-time planning fee, Ongoing planning fee |
| Alexandra Rooney | Main Street Research | Lakeville | CFP | Percentage of assets |
| Andrew Marchionni | Main Street Research | Lakeville | CFP | Percentage of assets |
| Bert Bowler | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| John Planell | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| Matthew Northrop | Main Street Research | Greenwich | CFP | Percentage of assets |
| Natalie McMahon | Main Street Research | Lakeville | CFP | Percentage of assets |
| Peter Fiorita | Main Street Research | Lakeville | CFP | Percentage of assets |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Clifford Straub | Lifestyle Financial Strategies | Middletown | CFP | Percentage of assets |
| Ryan Callas | Greenhouse Wealth Management | Westport | CFP | Percentage of assets |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Lily Taft | Main Street Research | Lakeville | CFA | Percentage of assets |
| Louis Nistico | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Omar Dinar I work with a select group of professionals and business owners to make the complexities of their financial lives easy to understand. | Riehl, Dinar & Associates | Stamford | Not listed | Percentage of assets |
| Richard Hammond | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| Ruth Gretz | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Dennis Tucker | Greenwich Advisors | Greenwich | CFA | Percentage of assets |
| Eric Meermann | Palisades Hudson Financial Group | Stamford | CFP | Percentage of assets, Fixed fees |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Michael Grennan | Charter Research & Investment Group | Southport | CFA | Percentage of assets, Fixed fees |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| Aaron Stern | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Benjamin Armellini | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Bridget Johanson | Main Street Research | Greenwich | Not listed | Percentage of assets |
| Craig Jensen | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Elaine Biersack | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Elizabeth Baldassari | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Emily Slama | Main Street Research | Lakeville | Not listed | Percentage of assets |
| Henrique Cataldi | Main Street Research | Lakeville | Not listed | Percentage of assets |
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