Financial advisors for tax planning in Connecticut
Which financial advisor should I talk to about tax planning in Connecticut?
For tax planning in Connecticut, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Elizabeth Cox of Merit Financial Partners, LLC, J. David Principe of SAGEbroadview Wealth Management, LLC and Robert Leahy of MFC Portfolios.
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 CPA and CFP. Fees on file: percentage of assets, hourly.
- J. David Principe SAGEbroadview Wealth Management, LLC, Farmington Holds the CPA and CFP. Fees on file: ongoing planning fee.
- 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.
- Richard LoPresti Milestone Asset Management Group, Avon Holds the CFP. Fees on file: flat fee or retainer.
- Allison Donaldson HTG Investment Advisors Inc., New Canaan Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
How many fee-only financial advisors in Connecticut work on tax planning?
The Wellspent public graph lists 59 fee-only advisors for tax planning in Connecticut, at 30 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for tax planning in Connecticut located?
Of the 59 fee-only advisors for tax planning in Connecticut, 9 are in Wilton, followed by 8 in Farmington and 7 in Guilford.
Plus 25 in other cities.
How do fee-only advisors for tax planning in Connecticut charge?
The most common fee among fee-only advisors for tax planning in Connecticut is a percentage of assets, used by 80% of the 59 with fees on file. Many use more than one: 51% charge fixed fees and 39% charge by the hour.
What credentials should a financial advisor for tax planning have?
For tax planning, look for the CPA and CFP. In Connecticut, 44% of the 59 advisors listed hold the CFP.
- CPA3% in Connecticut
- CPAs bring broad tax and accounting depth.
- CFP44% in Connecticut
- The CFP connects tax decisions to the rest of the plan.
How do Connecticut advisors for tax planning compare with the rest of the US?
80% of fee-only advisors for tax planning in Connecticut charge a percentage of assets, compared with 87% of the 5,860 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 tax planning.
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 about tax planning in Connecticut?
- Do you prepare my return, or coordinate with my preparer?
- Will you give me a written multi-year tax projection?
- What tax decisions would you want to make with me before year end?
- How do you weigh tax savings against investment risk?
- How will you plan for Connecticut tax alongside federal tax?
How current is this list of fee-only advisors for tax 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 59 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 |
| 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 |
| Brant Root | Firethorn Capital | Westport | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Youxi Liu | Upstart Wealth Management | East Haddam | CFP, PFS | Percentage of assets, Ongoing 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 |
| Christopher Stevenson | Telos Partners | Avon | CFA | Percentage of assets, Hourly |
| Clifford Straub | Lifestyle Financial Strategies | Middletown | CFP | Percentage of assets |
| Ross Riskin | Riskin Wealth Management | Newtown | PFS | 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 |
| Kevin Regan | Crionna Wealth | Cheshire | CFP | Percentage of assets, Hourly |
| Lynda Kommel-Browne | Round Rock Advisors | Wilton | CFA | Percentage of assets, Fixed fees |
| Radford Brogden | Compass Wealth Management | Guilford | CFP | Percentage of assets, Fixed fees |
| Sally Kennedy | Real Financial Planning | Guilford | CFP | Hourly, Fixed fees |
| Brian Williams | Northshire Consulting | Southington | Not listed | Ongoing planning fee, Percentage of assets |
| Cathleen Keane | Haviland & Sams | Farmington | CFP | Hourly, Fixed fees |
| Matthew Fernandez | Morrissey Wealth Management | North Haven | Not listed | One-time planning fee, Ongoing planning fee |
| Michael Mezheritskiy | Milestone Asset Management Group | Avon | Not listed | Flat fee or retainer |
| William Pfeiffer | RidgePoint Wealth Advisors | Tolland | CFP | Percentage of assets, Fixed fees |
| Allison Costas | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Besart Beluli | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Jason Bear | Compass Wealth Management | Guilford | CFA | Percentage of assets, Fixed fees |
| Jeffrey Shaw | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Julie Jason | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Michael Tenreiro | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Morris Armstrong | Crionna Wealth | Cheshire | ChFC | Percentage of assets, Hourly |
| Robert Carroll | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Ryan Flynn | Jackson, Grant | Stamford | Not listed | Percentage of assets, Hourly |
| Scott Dynan | Round Rock Advisors | Wilton | Not listed | Percentage of assets, Fixed fees |
| Andrew Urbanski | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Carrie Fitzpatrick | USA Financial and Tax Services | Farmington | Not listed | Percentage of assets |
| Elizabeth Lynch | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
| Karo Lokmanyan | N10° Wealth | Greenwich | Not listed | Percentage of assets, Hourly |
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