MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
West Hartford, CT
AUM
$8.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(860) 761-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in CT
199 advisers found
FARMINGBURY FINANCIAL SERVICES, LLC
Wolcott, CT
AUM
$7.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
203-879-1994
IVY & CO.
South Glastonbury, CT
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(860) 734-4024
WORRELL ADVISORY SERVICES
Branford, CT
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
203-315-1059
NAVIGATOR FINANCIAL LLC
Farmington, CT
AUM
$4.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-775-2255
MAKENNA & COMPANY, INC.
Darien, CT
AUM
$3.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-202-2117
MORGAN HOUSE CAPITAL, LLC
East Hartford, CT
AUM
$2.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
860-839-3766
AUM
$1.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
860-333-5131
EDGON ADVISORY LLC
Hartford, CT
AUM
$103K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
959-207-3700
BUDNICK CAPITAL, LLC
East Hartford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
860-310-2106
CHADWICK FINANCIAL ADVISORS, LLC
Canton, CT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
860-673-1942
DONALDSON FINANCIAL WELLNESS NETWORK, LLC
Newtown, CT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-221-2848
FINANCIAL ANSWERS, LLC
Ellington, CT
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
(860) 926-4783
HAVILAND & SAMS, LLC
Farmington, CT
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
(860) 678-1414
JGS WEALTH MANAGEMENT, LLC
Colchester, CT
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES BASED ON COMPLEXITY OF PLAN
860-537-9922
MASSUCCI & ASSOCIATES
Plantsville, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
860-628-0434 X 101
NARROW PATH GUIDANCE, LLC
East Hampton, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
860-267-1040
PLOOTUS
New Haven, CT
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
More than 500
Fees
CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE
4752092079
R & R WEALTH STRATEGIES, LLC
Ridgefield, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
203-438-0161
REAL FINANCIAL PLANNING, LLC
Guilford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
203.909.1012
ROSALES WEALTH GROUP LLC
Shelton, CT
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(203) 206-7844
SUMMER FAMILY ADVISORS LLC
Stamford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
203-327-4311
SUMMIT PLANNING GROUP, LLC
Branford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
5 employees
Clients
0
Fees
Hourly charges; Fixed fees
203-483-3313
WEBSTER WEALTH ADVISORS, INC.
Stamford, CT
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
203-905-6650