Advice only financial planners in Connecticut
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
10 firms in Connecticut that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $275/hr | $225-$350/hr | 9 firms |
| Flat or project fee | $8,750 | $1,875-$10,000 | 7 firms |
| Annual retainer | $1,125/yr | $1,000-$3,000/yr | 3 firms |
Advice only financial planners in Connecticut and their published fees
10 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Financial Answers, LLCEllington | $240/hr | Not published | Not published |
| GCD Financial Planning and Advisory ServicesFairfield | $150-$400/hr | $750-$3,000 | $250-$2,000/yr |
| Massucci & AssociatesPlantsville | $225/hr | Not published | $1,000/yr |
| Narrow Path Guidance, LLCEast Hampton | Not published | $2,500-$7,500 | Not published |
| R & R Wealth Strategies, LLCRidgefield | $400/hr | $5,000-$15,000 | Not published |
| Summit Planning Group, LLCBranford | $150-$250/hr | $2,000-$25,000 | Not published |
| Tailwind Financial LLCNewington | $350/hr | $3,500-$14,000 | Not published |
| Wealthguard LLCWestport | $150-$300/hr | Not published | Not published |
| Webster Wealth Advisors, Inc.Stamford | $400/hr | $5,000-$15,000 | Not published |
| Weise Financial WellnessMiddlebury | $300/hr | $1,500 | $3,000/yr |
No firms match these filters.
Also filed as advice only financial planners, without a published price (6)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Budnick Capital, LLC, East Hartford
- One Mile Financial Planning, LLC, Wallingford
- Real Financial Planning, LLC, Guilford
- Smarter Way Wealth, New Haven
- Spectrum Financial Strategies Inc, Hamden
- Tittmann & Rusch, LLC, Avon