Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 7 of 13.
jeffrey n. mehler, cfp llc
essex, CT
jgb capital management l.p.
westport, CT
jk private wealth, llc
glastonbury, CT
john a. bysko associates
old lyme, CT
johnson brunetti
wethersfield, CT
k property manager, llc
westport, CT
k2/d&s management co., l.l.c.
stamford, CT
karpreilly, llc
greenwich, CT
kate capital llc
westport, CT
kennedy wealth & tax management, llc
southbury, CT
kensico capital management corp.
greenwich, CT
keynote financial services, llc
vernon, CT
kindred capital advisors llc
norwalk, CT
kline hill partners lp
greenwich, CT
knights of columbus asset advisors llc
new haven, CT
kreitler financial llc
new haven, CT
l catterton
greenwich, CT
labyrinth capital partners
greenwich, CT
ladd capital management llc
new haven, CT
land & buildings investment management, llc
stamford, CT
lansdowne wealth management, llc
mystic, CT
lbb holding company llc
norwalk, CT
lcr wealth management llc
westport, CT
leargas capital llc
westport, CT
lime rock
westport, CT
littlejohn & co., llc
greenwich, CT
litvak wealth, llc
norwalk, CT
loancore capital credit advisor llc
greenwich, CT
lone pine capital llc
greenwich, CT
lone river partners, llc
greenwich, CT
long path partners, lp
stamford, CT
longrange capital, l.p.
stamford, CT
longwall family office
westport, CT
loretta nolan associates, llc
old greenwich, CT
lotus infrastructure partners, lp
greenwich, CT
lucerne capital management, lp
greenwich, CT
lykos global management, lp
stamford, CT
m28 capital management lp
stamford, CT
main street research llc
lakeville, CT
mamba growth management company llc
old greenwich, CT
manatuck hill partners, llc
westport, CT
mangrove partners
greenwich, CT
mapl structured capital llc
greenwich, CT
marblegate asset management, llc
greenwich, CT
march altus capital management lp
greenwich, CT
mark sheptoff financial planning llc
glastonbury, CT
matson financial advisors, inc.
danbury, CT
mc credit partners lp
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.