Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 3 of 13.
capzone management llc
norwalk, CT
caravela energy partners lp
darien, CT
carrington capital management, llc
old greenwich, CT
carronade capital management, lp
darien, CT
cartenna capital
stamford, CT
cas investment partners, llc
westport, CT
castlekeep investment advisors
westport, CT
cat rock capital management lp
greenwich, CT
centerbook partners lp
greenwich, CT
cf private equity, inc.
norwalk, CT
cfo capital management, llc
fairfield, CT
chapford capital group
stamford, CT
charter oak equity management, llc
westport, CT
charter research & investment group inc
southport, CT
chilton investment company, inc.
stamford, CT
chilton investment services, llc
stamford, CT
cigna investments, inc.
bloomfield, CT
clear harbor asset management, llc
stamford, CT
clearalpha technologies lp
greenwich, CT
clearview capital, l.p.
stamford, CT
clinton investment management, llc
stamford, CT
coastal bridge advisors
westport, CT
coinbase asset management, llc
stamford, CT
colchester investment counsel llc
ridgefield, CT
coliseum capital management, llc
rowayton, CT
colter lewis investment partners, llc
greenwich, CT
commonfund ocio, inc.
norwalk, CT
compass group management llc
westport, CT
compass wealth management llc
guilford, CT
concentric capital strategies l.p.
stamford, CT
conifer investments ltd
west hartford, CT
connecticut capital management group, llc
milford, CT
connecticut wealth management, llc
farmington, CT
conning investment products, inc.
hartford, CT
conning, inc.
hartford, CT
constitution investment advisory and portfolio management
shelton, CT
contrarian capital management llc
greenwich, CT
cook pine capital llc
greenwich, CT
cooper financial services, inc.
shelton, CT
cooperative funeral fund inc
madison, CT
corecommodity management, llc
stamford, CT
counterpointe investment management llc
stamford, CT
cove view investment partners, llc
old greenwich, CT
cramer rosenthal mcglynn llc
stamford, CT
cross island advisors llc
darien, CT
cross ocean partners management lp
greenwich, CT
cruiser capital advisors, llc
stamford, CT
czech asset management, l.p.
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.