Financial advisors for small business owners in Connecticut
Which financial advisor should I talk to as a small business owner in Connecticut?
For small business owners in Connecticut, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include J. David Principe of SAGEbroadview Wealth Management, LLC, Patricia Kane of Kane Financial Planning, LLC and Lazetta Braxton of The Real Wealth Coterie.
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 CPA and CFP. Fees on file: ongoing planning fee.
- Patricia Kane Kane Financial Planning, LLC, Avon Holds the CFP. Fees on file: percentage of assets, hourly.
- Lazetta Braxton The Real Wealth Coterie, New Haven Holds the CFP. Fees on file: ongoing planning fee, percentage of assets.
- Charles Kreitler Kreitler Financial, New Haven Holds the CFP. Fees on file: percentage of assets.
- Brant Root Firethorn Capital, Westport Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Joseph Curran Breachway Investments, West Hartford Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Connecticut work with small business owners?
The Wellspent public graph lists 40 fee-only advisors for small business owners in Connecticut, at 14 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Connecticut located?
Of the 40 fee-only advisors for small business owners in Connecticut, 10 are in Farmington, followed by 6 in West Hartford and 6 in Westport.
Plus 7 in other cities.
How do fee-only advisors for small business owners in Connecticut charge?
The most common fee among fee-only advisors for small business owners in Connecticut is a percentage of assets, used by 95% of the 40 with fees on file. Many use more than one: 70% charge fixed fees and 57% charge by the hour.
What credentials should a financial advisor for small business owners have?
For small business owners, look for the CPA and CFP. In Connecticut, 40% of the 40 advisors listed hold the CFP.
- CPA3% in Connecticut
- CPAs understand entity structure and business books.
- CFP40% in Connecticut
- The CFP keeps the business in the wider plan.
How do Connecticut advisors for small business owners compare with the rest of the US?
70% of fee-only advisors for small business owners in Connecticut charge fixed fees, compared with 52% of the 2,851 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 small business owners.
Does Connecticut tax income on top of federal tax?
Yes. Connecticut has a state income tax, so a financial plan for a Connecticut resident should project it alongside federal tax.
What should I ask a financial advisor as a small business owner in Connecticut?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- How will you plan for Connecticut tax alongside federal tax?
How current is this list of fee-only advisors for small business owners 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 40 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Charles Kreitler | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Jacob Ness | Kreitler Financial | New Haven | CFP | Percentage of assets |
| Timothy Ozanne | Firethorn Capital | Westport | Not listed | Percentage of assets, Flat fee or retainer |
| Christopher Gunster | Fidelis Capital | Greenwich | CFA | Percentage of assets, Fixed fees |
| James Reynolds | HFM Wealth Management | West Hartford | CFP, CFA | Percentage of assets, Hourly |
| Kevin Brady | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Louis Nistico | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| 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 |
| Radford Brogden | Compass Wealth Management | Guilford | CFP | Percentage of assets, Fixed fees |
| Richard Hammond | MJP Wealth Advisors | Farmington | CFP | Percentage of assets, Hourly |
| Ruth Gretz | MJP Wealth Advisors | Westport | CFP | Percentage of assets, Hourly |
| Dwayne Tyril | Kreitler Financial | New Haven | CFA | Percentage of assets |
| Christopher Pierce | HFM Wealth Management | West Hartford | CFA | Percentage of assets, Hourly |
| Jason Bear | Compass Wealth Management | Guilford | CFA | Percentage of assets, Fixed fees |
| Alyse Uzarski | Kreitler Financial | New Haven | Not listed | Percentage of assets |
| Charles Shipman | Blue Keel Financial Planning | Westport | Not listed | Percentage of assets, Hourly |
| Brian Vendig | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Carolyn Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Emily Clare Cafasso | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Eric Anderson | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Esme Miano | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
| Jen Nowitzke | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Jeremy Garskof | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Kevin Quiros | HFM Wealth Management | West Hartford | Not listed | Percentage of assets, Hourly |
| Michael Stamos | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Michele Vendig | MJP Wealth Advisors | Westport | Not listed | Percentage of assets, Hourly |
| Peter Nrekic | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Rafael Quiros | HFM Wealth Management | Hartford | Not listed | Percentage of assets, Hourly |
| Robert Eilers | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Theodore Kaplan | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| Timothy Fitzgerald | MJP Wealth Advisors | Farmington | Not listed | Percentage of assets, Hourly |
| William Matthes | Compass Wealth Management | Guilford | Not listed | Percentage of assets, Fixed fees |
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