Fee-Only Financial Advisors in Connecticut

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Connecticut area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Connecticut Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Timothy Baker

CFP®, MBA

WEALTHSHAPE, LLC

West Hartford, CT

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

A Connecticut based independent investment advisory firm built on innovation, fiduciary responsibility and the real world application of research.

Panfilo Guglielmi

CFP®, CPA/PFS

Advanced Capital Advisors, LLC

Fairfield, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner with offices in Glastonbury and Fairfield, CT and Serving Clients Nationwide

Doug Bellfy

CFP®, MBA

Synergy Financial Planning

Windsor, CT

Specialties: Comprehensive Financial Planning, Investment Management, Retirement planning and lifestyle projections, Financial planning after the loss of a spouse, College Education Planning, Tax Planning

Fee Only. No Minimums. No Product Sales. Fiduciary Advice 100% of the Time.

Charlie Shipman

Blue Keel Financial Planning, LLC

Westport, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Maximizing Investment Returns, Mitigating Taxes, Planning for College

Fee-Only financial planner located in Westport, CT, serving clients locally and across the country

Sheri Cupo

CFP®

SAGEbroadview Wealth Management, LLC

Farmington, CT

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Sheri Cupo is not working with new clients at this time. Our other advisors are available to assist with your wealth management needs.

Jeff Branson

MBA, CFP®, EA

Branson Financial Planning

West Hartford, CT

Specialties: Comprehensive Financial Planning, Investment Management, Cash Flow / Budget Planning, Tax Strategies, Equity/Stock Compensation Planning

Fee-Only financial planner located in the Greater Hartford, Connecticut area, serving clients locally and across the country

Kerry Connell

CFP®, MBA, JD

HTG Investment Advisors Inc.

New Canaan, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial advisor located in New Canaan, CT, serving clients locally and across the country

David McCary

CFP®, CRI®, MBA

McCary Anheuser Wealth Management, LLC

West Hartford, CT

Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Business Value Planning, Commercial Real Estate Value Planning

Fee-Only financial planning fiduciary serving high net worth business and commercial real estate owners and ultra-high net worth families located across the country.

James Osborn

Envest Asset Management, LLC

Georgetown, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Sustainable/ESG Investing, Alternative Investing

Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country

Jeff de Valdivia

CFP®, CFA®

Fleurus Investment Advisory, LLC

Fairfield, CT

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning

Fee-Only financial advisor located in Weston, CT and serving clients locally (including NY and NJ) and across the country, with a particular focus on the French speaking community.

Stephen Lupkas

CFP®, RICP®

myFinancialPro, LLC

Shelton, CT

Specialties: Retirement Income Planning, Investment Management, Tax Planning, Comprehensive Financial Planning

Within 5 years on either side of retirement? We can suggest how to properly manage, invest, save and spend what you have built.

Lawrence Annello

CFP®, CPA/PFS, RLP®

SAGEbroadview Wealth Management, LLC

Farmington, CT

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Our goal is to be your financial mainstay as you navigate life’s transitions

Robert Henderson

CFP®

Lansdowne Wealth Management, LLC

Mystic, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee-Only CERTIFIED FINANCIAL PLANNER™ professional located in Mystic, CT, focusing on retirement planning and investment management for those within 5-10 years of retirement, or already retired.

Nicholas Roy

CFP®

Somnio Financial Group, LLC

Glastonbury, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Glastonbury, CT, serving clients locally and across the country

Robin Sherwood

CFP®, MBA

HTG Investment Advisors Inc.

New Canaan, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only Financial Advisor Serving Clients Nationwide

Robert Roy, Jr.

CFP®, ChFC®

Somnio Financial Group, LLC

Glastonbury, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Wealth Management

Fee-Only Financial Planner serving the Hartford, CT area.

J. David Principe

CFP®

SAGEbroadview Wealth Management, LLC

Farmington, CT

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning), > We also offer solutions designed specifically for Young Professionals in the early stages of their careers

Our goal is to be your financial mainstay as you navigate life’s transitions

Christopher Annello

CFP®

SAGEbroadview Wealth Management, LLC

Farmington, CT

Specialties: > Ongoing Comprehensive Financial Planning integrated w/ Investment Management, > Tax Planning is carefully woven throughout your overall financial road map, > We also offer solutions designed specifically for Young Professionals in the early stages of their careers, > Equity Compensation Planning (stock options, restricted stock, SAR's, etc.), > Financial Independence Planning (aka Retirement Planning)

Our goal is to be your financial mainstay as you navigate life’s transitions

R. Allen Purkiss

CFP®

Purkiss Capital Advisors, LLC

Ridgefield, CT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Ridgefield, CT, serving clients locally and across the country

Hrefna Martin

CFP®, EA

Merit Financial Partners, LLC

Westport, CT

Alan Rothstein

CPA/PFS

Asset Strategies, Inc.

Avon, CT

Russell Wayne

CFP®, MBA

Sound Asset Management Inc.

Weston, CT

Kayse Kress

CFP®

DocsFP

West Hartford, CT

Sally Kennedy

CFP®, EA

Real Financial Planning, LLC

Guilford, CT

Charles Green

CFP®

Springboard Asset Management, LLC

Cheshire, CT

Rick Shapiro

CPA/PFS/CMGA, CFP®, CMFC® Masters in Tax

Investment & Financial Counselors, LLC

West Hartford, CT

Melissa Adams

CFP®, CLU®

Merit Financial Partners, LLC

Ridgefield, CT

Richard LoPresti

CFP®, CWS®

Milestone Asset Management Group

Milford, CT

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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