Fee-Only Financial Planners in:
Connecticut

These Connecticut Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Connecticut Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Sheri Cupo, CFP®
SageBroadview Financial Planning LLC
Farmington CT, Morristown NJ, Burlington MA
Experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
J. David Principe, CFP®
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Scott Weiss, CFP®, RICP®, CMFC®
Weiss Financial Group
Mahopac NY, Brewster NY, Danbury CT, Duchess County NY, Poughkeepsie NY, Fishkill NY
Scott Weiss is a Fee Only Financial Planner located in Mahopac, NY serving NY, CT and clients across the country
R. Allen Purkiss, CFP®
Purkiss Capital Advisors, LLC
Ridgefield CT
Fee-Only Financial Advisor serving Ridgefield, CT area.
Robin Sherwood, CFP®, MBA
HTG Investment Advisors Inc.
New Canaan CT
Fee-Only Financial Advisor Serving the Tri-State Area (NY, NJ, CT)
Stephen Lupkas, CFP®
Dockside Wealth Advisors
Shelton CT
Fee-Only Financial Planner based in CT with clients from FL to NH.
Christopher Annello, CFP®
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Panfilo Guglielmi, CFP®, CPA/PFS
Advanced Capital Advisors, LLC
Fairfield CT, Glastonbury CT
Fee Only Financial Planner with offices in Glastonbury and Fairfield, CT and Serving Clients Nationwide
Paul Pignone, CFP®, CLU®, ChFC®, AIF
Boston Retirement Advisors
Bonita Springs FL, Guilford CT, Woburn MA, Salem NH
Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.
Alan Rothstein, CPA/PFS
Asset Strategies, Inc.
New York NY, Avon CT, Stamford CT
Fee Only Financial Planner with offices in Avon and Stamford, CT and New York, NY
Lawrence Annello, CFP®, CPA/PFS
SageBroadview Financial Planning
Farmington CT, Morristown NJ, Burlington MA
We are experienced professionals helping other professionals unclutter their financial affairs, and get on with their lives and their careers
Robert Roy, Jr., CFP®, ChFC®
Somnio Financial Group, LLC
Glastonbury CT
Fee-Only Financial Planner serving the Hartford, CT area.
Hrefna Martin, CFP® - Merit Financial Partners, LLC - Westport CT
Alessandra DiMauro - Resnick Advisors - Westport CT
Russell Wayne, CFP®, MBA, BA - Sound Asset Management, Inc. - Weston CT
John Shanley, CFP® - Pinnacle Investment Management Inc. - Simsbury CT
Karen Lexow - Resnick Advisors - Westport CT
David Bernstein - Connecticut Cambridge Advisors - Fairfield CT
Barry Katz, MBA, CFP® - Caratel Financial Services - Litchfield CT, Plantation FL
Mark Briggs - Briggs Wealth Management, LLC - Glastonbury CT
Charles Green, CFP® - Springboard Asset Management, LLC - Cheshire CT
Kayse Kress - More With Less Financial Planning, LLC - Bristol CT
Thomas Arconti - Arconti Financial Advisors, LLC - Danbury CT
Melissa Ciotoli - Resnick Advisors - Westport CT
Kent Johnson - Resnick Advisors - Westport CT
Jeff Lopez de Valdivia - fleurus investment advisory, llc - Fairfield CT
Elizabeth Cox, CFP®, CPA, CDFA™ - Merit Financial Partners, LLC - Westport CT, New York NY, Stamford CT, Maspeth NY
Doug Bellfy, MBA, AFC®, CFP® - Synergy Financial Planning - S Glastonbury CT
Laura Sartori Sundquist - sage financial design, inc. - Simsbury CT
Timothy Baker, CFP® - WealthShape - Manchester CT, Watertown CT, West Hartford CT, Westport CT
Rick Shapiro - Investment & Financial Counselors, LLC - West Hartford CT
Patricia Kane - Kane Financial Planning - Avon CT
Brian Shea - Shea Financial Advisors - New Canaan CT
Martha Kapouch - More For Less Financial Solutions, L.L.C. - West Hartford CT
Sally Kennedy, CFP®, EA - Real Financial Planning, LLC - Guilford CT
Loretta Nolan, CFP® - Loretta Nolan Associates LLC - Old Greenwich CT
Clifford Straub - Lifestyle Financial Strategies, LLC - Middletown CT
Jeffrey Mehler - Jeffrey N. Mehler, CFP LLC - Essex CT