Financial advisors for retirement planning in Connecticut
Which financial advisor should I talk to about retirement planning in Connecticut?
For retirement planning in Connecticut, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, J. David Principe of SAGEbroadview Wealth Management, LLC and Jacob Ness of Kreitler Financial.
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.
- J. David Principe SAGEbroadview Wealth Management, LLC, Farmington Holds the CFP and CPA. Fees on file: ongoing planning fee.
- Jacob Ness Kreitler Financial, New Haven 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.
- Lazetta Braxton The Real Wealth Coterie, New Haven Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Ronald Milone Heritage Capital, New Haven Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Connecticut work on retirement planning?
The Wellspent public graph lists 93 fee-only advisors for retirement planning in Connecticut, at 43 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in Connecticut located?
Of the 93 fee-only advisors for retirement planning in Connecticut, 12 are in Glastonbury, followed by 9 in Wilton and 7 in Greenwich.
Plus 53 in other cities.
How do fee-only advisors for retirement planning in Connecticut charge?
The most common fee among fee-only advisors for retirement planning in Connecticut is a percentage of assets, used by 86% of the 93 with fees on file. Many use more than one: 43% charge fixed fees and 37% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP and CPA. In Connecticut, 41% of the 93 advisors listed hold the CFP.
- CFP41% in Connecticut
- The CFP covers income, tax, insurance, and estate decisions together.
- CPA2% in Connecticut
- CPAs help with the tax side of withdrawals.
How do Connecticut advisors for retirement planning compare with the rest of the US?
37% of fee-only advisors for retirement planning in Connecticut charge by the hour, compared with 45% of the 7,304 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 retirement planning.
Does Connecticut tax Social Security?
Yes, for some residents. Connecticut taxes Social Security with exemptions that depend on income, so it belongs in a withdrawal plan.
What should I ask a financial advisor about retirement planning in Connecticut?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Connecticut tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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 |
| Devon Rauth | North Haven Financial LLC | Suffield | CFP, TPCP | Percentage of assets, Flat fee or retainer |
| Elizabeth Cox | Merit Financial Partners, LLC | Westport | CFP, CPA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Jean-Francis Lopez de Valdivia | Fleurus Investment Advisory, LLC | Weston | CFA, CFP | Percentage of assets |
| Joseph Curran | Breachway Investments | West Hartford | CFP, CRPC | Percentage of assets, Ongoing planning fee |
| Brant Root | Firethorn Capital | Westport | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Sarah Maskill | Financial Answers | Ellington | CFP | Hourly, One-time planning fee |
| Bert Bowler | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| John Planell | Round Rock Advisors | Wilton | CFP | Percentage of assets, Fixed fees |
| Kayse Kress | DocsFP | Newington | CFP | Hourly, One-time planning fee |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Clifford Straub | Lifestyle Financial Strategies | Middletown | CFP | Percentage of assets |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Ronald Milone | Heritage Capital | New Haven | CFP | Percentage of assets |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | Percentage of assets |
| Ryan Callas | Greenhouse Wealth Management | Westport | CFP | Percentage of assets |
| Timothy Ozanne | Firethorn Capital | Westport | Not listed | Percentage of assets, Flat fee or retainer |
| Corrin Burke | Successful Wealth Strategies | Canton | CFP | Hourly, Ongoing planning fee |
| Kevin Regan | Crionna Wealth | Cheshire | 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 |
| Sally Kennedy | Real Financial Planning | Guilford | CFP | Hourly, Fixed fees |
| Steven Bokoff | Thames Financial Management | Norwich | CFP | Percentage of assets, Hourly |
| Bria Comer | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Carlos Henriques | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Danielle Francini | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| 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 Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| Olivia Grossman | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| Timothy Miller | AdviceOne | Glastonbury | CFP | Percentage of assets, Fixed fees |
| William Kennedy | RiskBridge Advisors | Norwalk | CFA | Percentage of assets, Hourly |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Andrew Sawyer | Thames Financial Management | Norwich | CFA | Percentage of assets, Hourly |
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