Fee-Only Financial Advisors in Hartford, CT

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

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

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.

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.

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.

Kayse Kress

CFP®

DocsFP

West Hartford, CT

Richard LoPresti

CFP®, CWS®

Milestone Asset Management Group

Milford, CT

Rick Shapiro

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

Investment & Financial Counselors, LLC

West Hartford, 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

    Get Your Checklist

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