Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 4 of 13.
dayah capital llc
stamford, CT
deep track capital, lp
greenwich, CT
dellora investments lp
greenwich, CT
dialectic capital management lp
norwalk, CT
diamant asset management, inc.
ridgefield, CT
diastole wealth management
guilford, CT
discerene group lp
stamford, CT
discovery capital management, llc
south norwalk, CT
divyde capital partners l.p.
westport, CT
dkr capital partners l.p.
greenwich, CT
dock street capital management llc
westport, CT
dp equity investments llc
westport, CT
drake capital advisors llc
old greenwich, CT
draper fisher jurvetson gotham management, llc
stamford, CT
drum capital management llc
stamford, CT
drum hill capital, llc
westport, CT
duke funding management, l.l.c.
old greenwich, CT
dunbar associates, llc
monroe, CT
dunham lane capital partners llc
greenwich, CT
dwm asset management, llc
stamford, CT
dynamic beta investments llc
greenwich, CT
eagle health investments lp
greenwich, CT
eagle point credit management llc
greenwich, CT
eagle point defensive income management llc
greenwich, CT
eagle point enhanced income management llc
greenwich, CT
eagle point income management llc
greenwich, CT
east guilford financial services llc
madison, CT
eastern asset management llc
greenwich, CT
edge partners capital llc
westport, CT
edgewood capital advisors, llc
southport, CT
edgewood management llc
greenwich, CT
edgeworth capital, inc.
greenwich, CT
education growth partners, llc
stamford, CT
ellington credit company management llc
old greenwich, CT
ellington financial management llc
old greenwich, CT
ellington global asset management, llc
old greenwich, CT
ellington management group, l.l.c.
old greenwich, CT
elypath capital management llc
greenwich, CT
empower financial advisory, llc
glastonbury, CT
endeavour capital advisors inc.
greenwich, CT
energy income partners
westport, CT
engle capital management, l.p.
greenwich, CT
equinox partners investment management llc
stamford, CT
essex financial services, inc.
essex, CT
excel wealth management, llc
manchester, CT
expanding capital
greenwich, CT
fairbridge asset management llc
darien, CT
fairfield, bush & co.
darien, 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.