Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 2 of 13.
asset management group, inc.
stamford, CT
ast investment services, inc.
shelton, CT
astatine investment partners
greenwich, CT
astatine investment partners
greenwich, CT
atlantic street capital management, llc
greenwich, CT
atlas holdings llc
greenwich, CT
august wealth advisors llc
westport, CT
avesi partners llc
stamford, CT
avity investment management inc.
greenwich, CT
axa investment managers us inc
stamford, CT
axiom investors
greenwich, CT
ayrshire capital management llc
westport, CT
ayrton capital llc
westport, CT
balance point capital advisors, llc
westport, CT
barron financial group, llp
torrington, CT
basso capital management, l.p.
stamford, CT
bastion management ii llc
stamford, CT
baxter investment management
riverside, CT
baypointe partners, llc
stamford, CT
bck capital management lp
stamford, CT
bcm ct, inc.
greenwich, CT
beirne.
shelton, CT
bharcap partners, llc
greenwich, CT
bhms investments, lp
westport, CT
birinyi associates, inc.
westport, CT
black oak capital management, llc
westport, CT
blkbrd asset management
old greenwich, CT
blt fund manager llc
stamford, CT
blue door asset management, llc
stamford, CT
boldrose capital
greenwich, CT
bourgeon capital management llc
darien, CT
bradley foster & sargent inc
hartford, CT
braidwell lp
stamford, CT
breacher capital advisors, llc
stamford, CT
bridgelight financial advisors, inc
shelton, CT
bridgewater associates, lp
westport, CT
briggs wealth management, inc.
glastonbury, CT
brightlight capital
westport, CT
brighton park capital
greenwich, CT
broadlight capital management, llc
greenwich, CT
broadview real estate partners, llc
stamford, CT
brookside equity partners llc
stamford, CT
brx global
greenwich, CT
brynwood partners
greenwich, CT
burne financial concepts, llc
watertown, CT
burnham sterling asset management llc
cos cob, CT
canaan partners
stamford, CT
cannae portfolio advisors, llc
stamford, 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.