Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 5 of 13.
fairlead asset management llc
greenwich, CT
fairlead strategies llc
greenwich, CT
fairview capital partners, llc
west hartford, CT
fairview constitution management iv llc
west hartford, CT
fcig wealth management, llc
plainfield, CT
fermat capital management, llc
westport, CT
fierston financial group inc
west hartford, CT
fintron advisors, llc
stamford, CT
first reserve
stamford, CT
fiscal wisdom wealth management llc
canton, CT
forester capital, l.l.c.
stamford, CT
fortwood capital lp
greenwich, CT
forward consumer partners, llc
greenwich, CT
founders capital management, llc
hartford, CT
fox run management llc
greenwich, CT
freedom investment management, inc.
south windsor, CT
fremen capital
stamford, CT
frontfour capital group llc
greenwich, CT
gabelli & company investment advisers, inc.
greenwich, CT
gainline capital partners lp
stamford, CT
gallatin point capital llc
greenwich, CT
gamco asset management inc.
greenwich, CT
ganim private wealth
shelton, CT
garden investments
greenwich, CT
ge investment management
norwalk, CT
ge vernova investment advisers, llc
stamford, CT
gemspring capital management, lp
westport, CT
generative investment partners lp
greenwich, CT
gfg alternative investment advisors llc
greenwich, CT
gfo advisory services, llc
greenwich, CT
ghk capital partners lp
greenwich, CT
gilman hill asset management, llc
new canaan, CT
glade brook capital partners llc
greenwich, CT
goodnow investment group llc
darien, CT
goodwin capital advisers, inc.
hartford, CT
gpb capital holdings, llc
greenwich, CT
gradient ridge capital, l.p.
norwalk, CT
graham capital management, l.p.
rowayton, CT
grandview property partners, llc
greenwich, CT
granite group advisors, llc
stamford, CT
granite islands private wealth, llc
guilford, CT
granite state capital management, lp
greenwich, CT
gray's creek capital advisors, llc
westport, CT
grayscale advisors
stamford, CT
great mountain partners
new haven, CT
great point partners, llc
greenwich, CT
green rock energy partners llc
stamford, CT
greenbriar equity group
greenwich, 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.