Fee-Only Financial Planners in Connecticut

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Connecticut:

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

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.

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

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

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.

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

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

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 the Tri-State Area (NY, NJ, CT)

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

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

Doug Bellfy

CFP®, MBA

Synergy Financial Planning

Windsor, CT

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

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

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 Fairfield, CT and serving clients locally (including NY and NJ) and across the country, with a particular focus on the French speaking community.

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

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.

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.

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

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.

David Bernstein

Connecticut Cambridge Advisors

Fairfield, CT

Kelly Ennis

CFP®

Infinity Financial Strategies

North Granby, CT

Elizabeth Cox

Merit Financial Partners, LLC

Westport, CT

Rick Shapiro

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

Investment & Financial Counselors, LLC

West Hartford, CT

Kent Johnson

Resnick Advisors

Westport, CT

Katerina Nikolaou

GYL Resnick

West Hartford, CT

Michael Kelly

Switchback Financial LLC

Madison, CT

Russell Wayne

CFP®, MBA

Sound Asset Management Inc.

Weston, CT

Melissa Ciotoli

GYL Resnick

Westport, CT

Loretta Nolan

Loretta Nolan Associates LLC

Old Greenwich, CT

Michael Buccino

Joel Isaacson & Co., LLC

Stamford, CT

Richard Chiozzi

CFP®

Boston Retirement Advisors, LLC

Guilford, CT

Alessandra DiMauro

GYL Resnick

Westport, CT

Brian Shea

Shea Financial Advisors

New Canaan, CT

Judith Barr

Judith Barr Inc.

Brookfield, CT

Sally Kennedy

CFP®, EA

Real Financial Planning, LLC

Guilford, CT

Karen Lexow

GYL Resnick

Westport, CT

Alan Rothstein

CPA/PFS

Asset Strategies, Inc.

Avon, CT

Richard LoPresti

CFP®, CWS®

Milestone Asset Management Group

Milford, CT

Jeffrey Mehler

Jeffrey N. Mehler, CFP LLC

Essex, CT

Daniel Granucci

Iron Path Wealth Management, Inc.

Sandy Hook, CT

Mark Briggs

Briggs Wealth Management, Inc.

Glastonbury, CT

Hrefna Martin

CFP®, EA

Merit Financial Partners, LLC

Westport, CT

Clifford Straub

Lifestyle Financial Strategies, LLC

Middletown, CT

Charles Green

CFP®

Springboard Asset Management, LLC

Cheshire, CT

James Rice

JQR Capital

Granby, CT

Diann McChesney

Asset Strategies, Inc.

Avon, CT

Melissa Adams

CFP®, CLU®

Merit Financial Partners, LLC

Ridgefield, CT

Laura Sundquist

Sage Financial Design, Inc.

Simsbury, CT

Luke Violette

GYL Resnick

Westport, CT

Kayse Kress

CFP®

DocsFP

West Hartford, CT

Patricia Kane

Kane Financial Planning, LLC

Avon, CT

Daniel Lester

SAGEbroadview Wealth Management, LLC

Farmington, 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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