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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in CT
137 advisers found
WARNER WEALTH
Madison, CT
AUM
$458.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
203-929-2727
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
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
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
EXCEL WEALTH MANAGEMENT, LLC
Manchester, CT
AUM
$310.5M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(888) 929-9920
DUNBAR ASSOCIATES, LLC
Monroe, CT
AUM
$307.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(203) 880-5716
ALCHEMI WEALTH, LLC
Essex, CT
AUM
$286.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(860) 767-7500
BAYPOINTE PARTNERS, LLC
Stamford, CT
AUM
$270.5M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-381-5246
JC CAPITAL ADVISORS GROUP LLC
Stamford, CT
AUM
$263.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-889-3400
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
Milford, CT
AUM
$253.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
203-877-1520
GANIM PRIVATE WEALTH
Shelton, CT
AUM
$238.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 335-0851
GRANITE ISLANDS PRIVATE WEALTH, LLC
Guilford, CT
AUM
$229.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
203-889-3890
KEYNOTE FINANCIAL SERVICES, LLC
Vernon, CT
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-875-5753
KENNEDY WEALTH & TAX MANAGEMENT, LLC
Southbury, CT
AUM
$215.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 264-1200
WJ FINANCIAL ADVISORS, LLC
Killingworth, CT
AUM
$203.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-663-3646
COOPER FINANCIAL SERVICES, INC.
Shelton, CT
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
203-248-1972
THE DOWLING GROUP WEALTH MANAGEMENT
Greenwich, CT
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-967-2231
ASPETUCK FINANCIAL MANAGEMENT LLC
Westport, CT
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
203-226-5733
LCR WEALTH MANAGEMENT LLC
Westport, CT
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
203-780-2272
HERITAGE CAPITAL, LLC
Woodbridge, CT
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-389-3553