Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 8 of 13.
measure 8 venture partners
stamford, CT
medallion wealth advisors, llc
farmington, CT
medtex ventures, llc
norwalk, CT
memphre investments, l.p.
greenwich, CT
milestone asset management group, llc
avon, CT
mill road capital
greenwich, CT
mizzen management llc
stamford, CT
mjp wealth advisors
farmington, CT
monachil capital partners lp
greenwich, CT
moneco advisors
fairfield, CT
monomoy capital management, l.p.
greenwich, CT
monte financial group, llc
guilford, CT
morrissey wealth management llc
north haven, CT
morse asset management, inc.
darien, CT
mountain point credit management llc
greenwich, CT
mullaney keating & wright inc
middletown, CT
mxi2 capital partners llc
greenwich, CT
mycor capital management, llc
stamford, CT
nantahala capital management, llc
new canaan, CT
nassau private credit llc
darien, CT
natare capital management lp
greenwich, CT
nebrodi partners, llc
hartford, CT
neos investments
westport, CT
new canaan funding mezzanine llc
new canaan, CT
new china capital management corp.
stamford, CT
new edge wealth
stamford, CT
new england asset management, inc.
farmington, CT
new england capital financial advisors llc
south meriden, CT
newday
southbury, CT
newman, nicholas drake
stamford, CT
ngn capital llc
stamford, CT
night owl capital canada, llc
greenwich, CT
night owl capital management, llc
greenwich, CT
northcoast asset management llc
stamford, CT
northern right capital management, l.p.
darien, CT
northlight capital partners
westport, CT
nplp management
new canaan, CT
nsv management llc
greenwich, CT
o'shaughnessy asset management, llc
stamford, CT
oak hcft management company llc
stamford, CT
oak management corporation
wilton, CT
oakridge management group llc
stamford, CT
occam crest management lp
darien, CT
olympiad research lp
stamford, CT
olympus advisors, llc
stamford, CT
olympus peak asset management lp
greenwich, CT
ondo capital management llc
greenwich, CT
one river asset management, 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.