Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 11 of 13.
springboard asset management llc
cheshire, CT
sprott asset management usa inc.
darien, CT
spurstone
higganum, CT
sr alternative credit, llc
darien, CT
srep capital management, llc
greenwich, CT
stadium capital management, llc
new canaan, CT
steeprock capital
greenwich, CT
sterling investment partners advisers, llc
greenwich, CT
steward partners investment advisory, llc
stamford, CT
still lake capital, llc
wilton, CT
stone point capital llc
greenwich, CT
stone point credit adviser llc
greenwich, CT
stone point credit income adviser llc
greenwich, CT
stonebridge advisors llc
wilton, CT
stormfield capital, llc
southport, CT
story ventures
westport, CT
strategic value partners, llc
greenwich, CT
stratis capital, llc
darien, CT
stride capital group, lp
westport, CT
sullivan financial, llc
essex, CT
summerhaven investment management, llc
stamford, CT
sunriver management llc
greenwich, CT
sustainable growth advisers, lp
stamford, CT
swan investment partners
old greenwich, CT
symetra investment management company
farmington, CT
symmetry partners
glastonbury, CT
talson capital management l.p.
darien, CT
tamarack global manager llc
greenwich, CT
tanaka capital management inc
greenwich, CT
teewinot capital advisers, l.l.c.
norwalk, CT
telos partners llc
avon, CT
ten coves capital, lp
darien, CT
tengram capital partners
westport, CT
teton advisors, llc
greenwich, CT
thames financial management
norwich, CT
the dowling group wealth management
greenwich, CT
the winthrop corporation
shelton, CT
themes management company llc
greenwich, CT
third view private wealth
westport, CT
tia ventures management, llc
westport, CT
titan advisors, llc
stamford, CT
toomey investment management, inc
wallingford, CT
tourmalet advisors, lp
fairfield, CT
tower bay asset management lp
stamford, CT
trexquant investment lp
stamford, CT
trgp investment partners, lp
stamford, CT
triveni capital investments lp
stamford, CT
trivium point advisory, llc
wilton, CT
Frequently Asked Questions
How much does a financial advisor cost in Connecticut?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.