Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 12 of 13.
true green capital management llc
westport, CT
true north management group, llc
stamford, CT
tscg investors, llc
simsbury, CT
tudor investment corporation
stamford, CT
tumolo wealth management llc
east lyme, CT
tweedy, browne company llc
stamford, CT
twin lions management
stamford, CT
u.s.a. financial & tax services, llc
farmington, CT
ubs farmland investors llc
hartford, CT
ubs realty investors llc
hartford, CT
union capital associates, l.p.
greenwich, CT
uplift
darien, CT
usi advisors
glastonbury, CT
usi securities, inc.
glastonbury, CT
varcov co.
darien, CT
verbena value lp
westport, CT
verition fund management llc
greenwich, CT
vesey ventures lp
westport, CT
viking global investors lp
stamford, CT
virtus advisers, llc
hartford, CT
virtus alternative investment advisers, llc
hartford, CT
virtus capital advisers, llc
hartford, CT
virtus fixed income advisers, llc
hartford, CT
virtus investment advisers, llc
hartford, CT
vision investment advisors, llc
stamford, CT
vmg 2021 llc
stamford, CT
voya financial advisors, inc.
windsor, CT
voya retirement advisors, llc
windsor, CT
waldo.ai, inc.
new haven, CT
warner wealth
madison, CT
warwick capital partners (us) lp
stamford, CT
watchtower advisors, lp
old greenwich, CT
wavelength capital management, llc
westport, CT
waypoint capital partners, llc
stamford, CT
wealthshape llc
windsor, CT
westport capital partners llc
darien, CT
wharton midmarket investment advisors inc
woodbridge, CT
wheelhouse 360 advisors lp
stamford, CT
whitehaven asset management, lp
greenwich, CT
william joseph capital management, inc.
bristol, CT
wingman growth partners
greenwich, CT
witt lake asset management llc
stamford, CT
wj financial advisors, llc
killingworth, CT
wmgna
farmington, CT
wolf hill capital management, lp
greenwich, CT
woodson capital management, lp
greenwich, CT
wright investors service inc
shelton, CT
wright private asset management llc
shelton, 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.