Fee-Only Financial Planners in Glastonbury, 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 Glastonbury, CT:

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.

Panfilo Guglielmi

CFP®, CPA/PFS

Advanced Capital Advisors, LLC

Glastonbury, 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

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

Mark Briggs

Briggs Wealth Management, Inc.

Glastonbury, CT

Doug Bellfy

CFP®,AFC

Synergy Financial Planning

S Glastonbury, CT

  • 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

    Get Your Checklist

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