Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 6 of 13.
greenfield partners, llc
greenwich, CT
greenhaven road investment management, lp
greenwich, CT
greenhouse wealth management, llc
westport, CT
greensledge asset management llc
glastonbury, CT
greenwich wealth management, llc
greenwich, CT
grey ledge advisors, llc
guilford, CT
greylock capital management, llc
stamford, CT
gridiron capital, llc
new canaan, CT
guggenheim investments loan advisors, llc
stamford, CT
gv investment managers, llc
stamford, CT
h/2 capital partners
stamford, CT
hamilton robinson llc
stamford, CT
hammond iles wealth advisors
wethersfield, CT
harbour point capital
darien, CT
hardman johnston global advisors llc
stamford, CT
hartford investment management company
hartford, CT
healthcare royalty management, llc
stamford, CT
heartwood partners, llc
norwalk, CT
hedgeye asset management, llc
stamford, CT
herbert j. sims capital management, inc.
fairfield, CT
heritage capital, llc
woodbridge, CT
hfm wealth management
west hartford, CT
highcape partners management, l.p.
westport, CT
highland peak capital, llc
old greenwich, CT
hildene capital management
stamford, CT
hondius capital management, lp
norwalk, CT
hoplon asset management, l.p.
greenwich, CT
horizon technology finance
farmington, CT
hoya capital real estate, llc
rowayton, CT
ht partners llc
centerbrook, CT
htg investment advisors inc
new canaan, CT
hudson bay capital management lp
stamford, CT
hudson structured capital management ltd.
stamford, CT
innovative asset advisors group
shelton, CT
integra global advisors llc
stamford, CT
interactive venture partners llc
greenwich, CT
invenire capital, llc
ridgefield, CT
investmark advisory group llc
shelton, CT
iron triangle partners lp
cos cob, CT
ironwood capital advisors llc
avon, CT
ironwood capital connecticut i llc
avon, CT
iso-mts capital management lp
greenwich, CT
its asset management, l.p.
north haven, CT
j.h. whitney capital partners, llc
new canaan, CT
jackson, grant investment advisers, inc.
stamford, CT
jadian capital, lp
stamford, CT
jat capital management lp
greenwich, CT
jc capital advisors group 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.