Financial Advisors in Connecticut
Browse 580 financial advisors in Connecticut — page 9 of 13.
oracle investment management, inc.
greenwich, CT
orbit venture partners llc
norwalk, CT
osaic institutions, inc.
meriden, CT
outsiders venture partners, llc
norwalk, CT
oxford gate management, llc
greenwich, CT
oxford lane management, llc
greenwich, CT
oxford park management, llc
greenwich, CT
oxford square management, llc
greenwich, CT
p.a.w. capital partners, lp
greenwich, CT
palm management (us) llc
greenwich, CT
paloma partners management company
greenwich, CT
paradoxiom capital
stamford, CT
parkman healthcare partners llc
stamford, CT
parsifal capital management, lp
greenwich, CT
pasi investments, llc
farmington, CT
pegasus capital advisors, l.p.
stamford, CT
peloton equity llc
greenwich, CT
pemberwick investment advisors, llc
greenwich, CT
penwood real estate investment management, llc
west hartford, CT
perryridge capital lp
greenwich, CT
pettee investors inc
rowayton, CT
philosmith capital corporation
stamford, CT
phraction management llc
colchester, CT
pier capital, llc
stamford, CT
piney lake capital management lp
greenwich, CT
plootus
new haven, CT
point 41 capital partners, l.p.
cos cob, CT
point72 asset management, l.p.
stamford, CT
portfolio advisors llc
darien, CT
positive selection investment management, llc
greenwich, CT
positive sum advisors llc
greenwich, CT
post road group llc
stamford, CT
prana capital management lp
greenwich, CT
precision capital advisors, llc
greenwich, CT
prentice capital management, lp
greenwich, CT
principle wealth
madison, CT
private capital advisors, inc.
darien, CT
private capital asset management llc
darien, CT
private capital strategies, llc
darien, CT
procyon
shelton, CT
proprium capital partners, l.p.
stamford, CT
prostar capital (us) llc
greenwich, CT
qp global family offices, llc
greenwich, CT
quadratic capital management llc
greenwich, CT
quanta energy management
greenwich, CT
quantix commodities lp
greenwich, CT
rangeley capital, llc
new canaan, CT
rcj management, llc
norwalk, 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.