Financial advisors for family wealth transfer in Connecticut

Which financial advisor should I talk to about passing wealth to the next generation in Connecticut?

For family wealth transfer in Connecticut, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Stephen Lupkas of myFinancialPro, Jacob Ness of Kreitler Financial and Natalie McMahon of Main Street Research.

How many fee-only financial advisors in Connecticut work on family wealth transfer?

The Wellspent public graph lists 90 fee-only advisors for family wealth transfer in Connecticut, at 21 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in Connecticut charge?

The most common fee among fee-only advisors for family wealth transfer in Connecticut is a percentage of assets, used by 100% of the 90 with fees on file. Many use more than one: 56% charge fixed fees and 39% charge by the hour.

What credentials should a financial advisor for family wealth transfer have?

For family wealth transfer, look for the CFP. In Connecticut, 24% of the 90 advisors listed hold the CFP.

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 passing wealth to the next generation in Connecticut?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. 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 family wealth transfer 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.