NORTHSTAR PORTFOLIO INVESTMENTS, LLC
Stamford, CT
AUM
$64.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-600-1423
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
SENTINEL ASSET MANAGEMENT, LLC
Wallingford, CT
AUM
$63.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
203-793-0707
CRIONNA WEALTH LLC
Avon, CT
AUM
$58.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-362-1045
MYFINANCIALPRO, LLC
Shelton, CT
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
203-922-1192
PANARELLA WEALTH MANAGEMENT LLC
Hartford, CT
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-263-7533
COMPASS
Fairfield, CT
AUM
$47.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-454-5970
BRENNAN CAPITAL MANAGEMENT LLC
Westport, CT
AUM
$40.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(267) 630-2781
PASCO ADVISORS, LLC
East Windsor, CT
AUM
$38.6M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-623-5464
SOVEREIGN FINANCIAL SERVICES
Rocky Hill, CT
AUM
$38.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-257-4005
FORREST FINANCIAL PARTNERS LLC
Avon, CT
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
860-222-0232
FISCAL DYNAMICS INCORPORATED
Farmington, CT
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
860-677-1753
CREATIVE FUNDING CORPORATION
Bloomfield, CT
AUM
$31.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-242-4483
CFIG INVESTMENT ADVISORY SERVICES, LLC
Westport, CT
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-971-1910
LIFESTYLE FINANCIAL STRATEGIES, LLC
Middletown, CT
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
860-344-8356
ARAGLAN CAPITAL MANAGEMENT , LLC
Stamford, CT
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
203-323-2691
RISKIN WEALTH MANAGEMENT, LLC
Newtown, CT
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(203) 344-5632
HORIZON FINANCIAL ADVISORS, LLC
West Hartford, CT
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
860-471-8323 X101
PARKER WEALTH MANAGEMENT, LLC
Windsor, CT
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
860-432-5802
JKG CAPITAL LLC
Westport, CT
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
1-203-571-3557
JABEZ FINANCIAL, LLC
Uncasville, CT
AUM
$14.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-390-0093
BLUE KEEL FINANCIAL PLANNING
Westport, CT
AUM
$13.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(203) 557-8272
LOBNEK WEALTH MANAGEMENT INC.
Geneva, CT
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
011417189030
FAIRPORT ASSET MANAGEMENT CORP
Fairfield, CT
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
203-335-0344
GREATER WEALTH
Westport, CT
AUM
$8.4M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
9803659847