Fee-Only Financial Planners in Fairfield, CT

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 Fairfield, 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 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.

Melissa Adams

CFP®, CLU®

Merit Financial Partners, LLC

Ridgefield, CT

David Bernstein

Connecticut Cambridge Advisors

Fairfield, 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)

    NAPFA Consumer Tools PDF

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