JACKSON, GRANT INVESTMENT ADVISERS, INC.
Stamford, CT
AUM
$577.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-322-1198
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
FREEDOM INVESTMENT MANAGEMENT, INC.
South Windsor, CT
AUM
$568.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; MINIMUM MONTHLY ACCOUNT FEE
860-291-1998
HT PARTNERS LLC
Centerbrook, CT
AUM
$556.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
860-662-4197
5TH STREET ADVISORS, LLC
Southport, CT
AUM
$524.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
203-327-1212
MATSON FINANCIAL ADVISORS, INC.
Danbury, CT
AUM
$518.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
203-743-0131
MEDALLION WEALTH ADVISORS, LLC
Farmington, CT
AUM
$516.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-967-3032
MONTE FINANCIAL GROUP, LLC
Guilford, CT
AUM
$482.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
203-453-6851
HAMMOND ILES WEALTH ADVISORS
Wethersfield, CT
AUM
$474.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-258-2600
MARK SHEPTOFF FINANCIAL PLANNING LLC
Glastonbury, CT
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
860-734-1090
WARNER WEALTH
Madison, CT
AUM
$458.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
203-929-2727
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
Fairfield, CT
AUM
$436.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM
203-418-9000
AUGUST WEALTH ADVISORS LLC
Westport, CT
AUM
$436.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 985-9477
JEFFREY N. MEHLER, CFP LLC
Essex, CT
AUM
$416.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-767-9700
SAGEBROADVIEW WEALTH MANAGEMENT, LLC
Farmington, CT
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-606-3580
DIASTOLE WEALTH MANAGEMENT
Guilford, CT
AUM
$396.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
203-458-5220
FISCAL WISDOM WEALTH MANAGEMENT LLC
Canton, CT
AUM
$386.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
678-202-4066
BRIGGS WEALTH MANAGEMENT, INC.
Glastonbury, CT
AUM
$362.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-633-8988
AUM
$356.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(203) 424-0656
SIGHTLINE WEALTH ADVISORS, LLC
Groton, CT
AUM
$354.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(860) 448-0611
WMGNA
Farmington, CT
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-679-5255
SCHOLTZ & COMPANY, LLC
Stamford, CT
AUM
$340.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-714-9900
MULLANEY KEATING & WRIGHT INC
Middletown, CT
AUM
$337.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-521-9900
TOOMEY INVESTMENT MANAGEMENT, INC
Wallingford, CT
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-949-1710
THAMES FINANCIAL MANAGEMENT
Norwich, CT
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-886-5108