Fee-only financial advisors in Connecticut who charge hourly or a flat fee
227 fee-only advisers in Connecticut offer financial planning for an hourly, fixed or subscription fee. 137 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Connecticut, the median published hourly rate is $300 (104 firms; middle half $250–$375), and the median flat or project fee is $5,125 (79 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250–$375/hr | 104 firms |
| Flat or project fee | $5,125 | $3,000–$8,750 | 79 firms |
| Annual retainer | $6,000/yr | $3,000–$10,800/yr | 28 firms |
Fee-only advisors in Connecticut and their published fees
137 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 5TH Street Advisors, LLCSouthport | $400/hr | $3,000–$5,000 | Not published |
| Abundant Wealth Management LLCStamford | $250–$350/hr | $750–$5,000 | Not published |
| Achieve Retirement & Wealth Management, LLCRidgefield | $350/hr | $10,000 | Not published |
| Alpine Hill Advisors LLCWestport | Not published | Not published | $50,000–$500,000/yr |
| Asset Management AssociatesSouth Windsor | $250/hr | Not published | Not published |
| Asset Management Group, Inc.Stamford | $925/hr | Not published | $2,500–$10,000/yr |
| Barron Financial Group, LLPTorrington | $200/hr | $400–$3,200 | $3,750/yr |
| Beirne.Darien | Not published | $250–$5,000 | Not published |
| Blue Keel Financial PlanningWestport | $250/hr | $2,000–$10,000 | $250–$2,500/mo |
| Bourgeon Capital Management LLCDarien | Not published | $7,000 | Not published |
| Brennan Capital Management LLCWestport | $300/hr | $750–$3,000 | $750/mo |
| Brenneman Investment Adviser, LLCCenterbrook | $150–$250/hr | Not published | Not published |
| Bridgelight Financial Advisors, IncShelton | $325/hr | Not published | Not published |
| Briggs Wealth Management, Inc.Glastonbury | $150–$500/hr | $5,000–$10,000 | Not published |
| Burne Financial Concepts, LLCWatertown | $200–$350/hr | Not published | Not published |
| Catum Advisory Group, LLC.Wilton | $450/hr | $1,500–$5,000 | Not published |
| Cfig Investment Advisory Services, LLCWestport | $400/hr | $5,000–$25,000 | Not published |
| Compass Rose Strategic Partners LLCWaterford | $400/hr | Not published | $20,350/yr |
| Compass Wealth Management LLCGuilford | Not published | Up to $10,000 | Not published |
| Connecticut Capital Management Group, LLCMilford | Not published | $3,000 | Not published |
| Continental Nine Financial Management, LLCWaterbury | $145–$350/hr | Not published | Not published |
| Crionna Wealth LLCAvon | $400/hr | Not published | Not published |
| Del Gallo Financial Services, LLCAvon | $125–$350/hr | $1,000–$30,000 | Not published |
| Dennis Glynn, CPARocky Hill | $200/hr | Not published | Not published |
| Dick Hutchinson Registered Investment AdvisorBranford | $300/hr | Not published | Not published |
| DocsfpNewingtonNo AUM fee | $600/hr | Not published | Not published |
| Donaldson Financial Wellness Network, LLCNewtown | $250–$450/hr | $600–$10,000 | Not published |
| Drum Hill Capital, LLCWestport | $300/hr | Not published | Not published |
| East Guilford Financial Services LLCMadison | $200/hr | Not published | Not published |
| Empower Financial Advisory, LLCGlastonbury | Not published | Not published | $1,500–$20,000/yr |
| Envest Asset Management, LLCRidgefield | $150–$250/hr | Not published | Not published |
| Ernest J. Brousseau, CPA, CFP®Manchester | $175/hr | Not published | $1,000–$5,000/yr |
| Essex Financial Services, Inc.Essex | $75–$250/hr | $250–$5,000 | Not published |
| Euclid Harding, LLCStamford | $500/hr | Not published | $6,000–$40,000/yr |
| Excel Wealth Management, LLCManchester | $100–$450/hr | $250–$10,000 | Not published |
| Farmingbury Financial Services, LLCWolcott | $150–$250/hr | $500–$2,500 | Not published |
| Fcig Wealth Management, LLCPlainfield | Not published | $500–$10,000 | Not published |
| Fierston Financial Group IncWest Hartford | $150–$750/hr | $1,000–$7,500 | Not published |
| Financial Advantage Advisors Co.Windsor | $100–$350/hr | Not published | Not published |
| Financial Answers, LLCEllingtonNo AUM fee | $240/hr | Not published | Not published |
| Fiscal Dynamics IncorporatedFarmington | $500/hr | Not published | Not published |
| Fiscal Wisdom Wealth Management LLCCanton | $150–$500/hr | $250–$10,000 | $1,000/yr |
| Fleurus Investment Advisory, LLCWeston | $250/hr | $5,000 | Not published |
| Fortress Financial ManagementShelton | $350/hr | Not published | Not published |
| Foundation Financial Inc.Westport | $125–$200/hr | $1,000–$4,500 | Not published |
| Ganim Private WealthShelton | $150–$400/hr | $1,000–$50,000 | Not published |
| GCD Financial Planning and Advisory ServicesFairfieldNo AUM fee | $150–$400/hr | $750–$3,000 | $250–$2,000/yr |
| Global Hill Wealth Advisors LLCMonroe | $100–$200/hr | Not published | Not published |
| Granite Hill Capital Management, LLCRidgefield | $200/hr | Not published | $1,000/yr |
| Greater WealthWestport | Not published | $5,000 | Not published |
| Greenhouse Wealth Management, LLCWestport | Not published | $5,000–$15,000 | Not published |
| Grey Ledge Advisors, LLCGuilford | $300/hr | $300–$1,500 | $1,200/yr |
| Hammond Iles Wealth AdvisorsWethersfield | $300/hr | $15,000 | Not published |
| Haviland & Sams, LLCFarmington | Not published | Not published | $3,500–$35,000/yr |
| Heritage Capital, LLCWoodbridge | $300/hr | Not published | Not published |
| Hoskin CapitalBroad BrookNo AUM fee | $450/hr | $1,000–$10,000 | Not published |
| HT Partners LLCCenterbrook | Not published | $25,000–$50,000 | Not published |
| HTG Investment Advisors IncNew Canaan | Not published | Not published | $3,000/yr |
| In the Money Retirement Planning Limited Liability CompanyWaterford | $200–$500/hr | $1,500–$15,000 | Not published |
| Infinity Financial Strategies, LLCNorth Granby | $500/hr | $1,000 | $6,000/yr |
| Innovative Asset Advisors GroupShelton | $1,000/hr | Not published | Not published |
| Innovative Wealth ManagementTrumbull | $250/hr | $1,000–$10,000 | Not published |
| Iron Path Wealth Management, Inc.Newtown | Not published | $2,500 | $1,000/yr |
| Jeffrey N. Mehler, CFP LLCEssex | Not published | Not published | $500–$10,000/qtr |
| JKG Capital LLCWestport | Not published | Not published | $500/mo |
| Kane Financial PlanningEast Hartland | $250/hr | Not published | $3,000–$5,000/yr |
| Kennedy Wealth & Tax Management, LLCSouthbury | $350/hr | $3,500–$10,000 | $9,500/yr |
| Key Financial Concepts, Inc.Vernon | $250–$275/hr | Not published | Not published |
| Kreitler Financial LLCNew Haven | $175–$400/hr | $3,000–$20,000 | Not published |
| Lyons Asset ManagementStonington | $250/hr | Not published | Not published |
| Makenna & Company, Inc.Darien | Not published | Not published | $2,500–$20,000/yr |
| Mark Sheptoff Financial Planning LLCGlastonbury | $300/hr | Not published | Not published |
| Massucci & AssociatesPlantsvilleNo AUM fee | $225/hr | Not published | $1,000/yr |
| Mccauley Investments Advisors LLCGuilford | $150/hr | Not published | Not published |
| Medallion Wealth Advisors, LLCFarmington | $100–$300/hr | $1,000–$5,000 | Not published |
| Metric Financial, LLCSimsbury | Not published | $1,500 | $100–$500/mo |
| Milestone Asset Management Group, LLCAvon | $300/hr | $2,000–$15,000 | Not published |
| MJP Wealth AdvisorsFarmington | Not published | $1,500–$5,000 | Not published |
| Moneco AdvisorsFairfield | $250/hr | $5,000 | Not published |
| Monte Financial Group, LLCGuilford | $150–$350/hr | Not published | Not published |
| Mullaney Keating & Wright IncMiddletown | Not published | $1,500–$3,500 | Not published |
| N10° WealthGreenwich | $1,500/hr | $10,000–$500,000 | Not published |
| Narrow Path Guidance, LLCEast HamptonNo AUM fee | Not published | $2,500–$7,500 | Not published |
| New England Capital Financial Advisors LLCCheshire | $150–$500/hr | $500–$10,000 | Not published |
| Nonesuch AdvisorsKent | $500/hr | Not published | Not published |
| North Haven Financial LLCSuffield | Not published | $4,000–$10,000 | $6,000/yr |
| Northshire Consulting, LLCSouthington | $200/hr | Not published | Not published |
| Nutmeg Capital Advisors, LLCHartford | $250/hr | Not published | Not published |
| Olson Consulting LLCManchesterNo AUM fee | Not published | $4,000 | Not published |
| Panarella Wealth Management LLCHartford | $250–$500/hr | Not published | Not published |
| Parker Wealth Management, LLCWindsor | $250/hr | $3,000 | Not published |
| Paulson Private Wealth LLCNorwalk | Not published | $4,000–$6,000 | Not published |
| Pezzi Private CapitalWestport | $250–$400/hr | $1,500–$50,000 | Not published |
| Pink PlanningTolland | $250/hr | Not published | $199/mo |
| Prodeo Financial ServicesCheshire | $120–$125/hr | $700 | Not published |
| Quarve Associates, LLCStamford | $500/hr | Not published | Not published |
| R & R Wealth Strategies, LLCRidgefieldNo AUM fee | $400/hr | $5,000–$15,000 | Not published |
| Riskin Wealth Management, LLCNewtown | $300–$500/hr | $500 | $750–$7,500/qtr |
| RLS Financial Group, Inc.Newtown | $300/hr | Not published | $900/yr |
| Rosales Wealth Group LLCShelton | Not published | $2,400–$6,000 | $100–$500/mo |
| RZH Advisors LLCStamford | $400–$600/hr | $2,500–$50,000 | Not published |
| Schemco, LLCWestport | $250/hr | Not published | Not published |
| Sentinel Asset Management, LLCWallingford | $250/hr | $5,000 | Not published |
| Sightline Wealth Advisors, LLCGroton | Not published | $1,000–$7,500 | Not published |
| SKM Wealth Management, LLCWethersfield | $300/hr | Not published | Not published |
| Somnio Financial Group, LLCGlastonbury | Not published | Not published | $8,000/yr |
| Sound Financial Management, LLCRowayton | $200/hr | Not published | Not published |
| Southport Station Financial Management, LLCSouthport | $250–$375/hr | $500–$20,000 | Not published |
| Sovereign Financial Group, Inc.Stamford | $200–$450/hr | $1,500–$10,000 | $45/mo |
| Sovereign Financial ServicesRocky Hill | $180–$250/hr | Not published | Not published |
| Springboard Asset Management LLCCheshire | Not published | $500–$5,000 | Not published |
| SpurstoneHigganum | Not published | $500–$25,000 | Not published |
| Stock Financial and Retirement SolutionsSomers | Not published | Up to $5,000 | Not published |
| Strategic Financial, LLCSouth Windsor | $325/hr | Not published | Not published |
| Strategic Investment Planning LLCWest Hartford | $150–$300/hr | $2,500–$10,000 | Not published |
| Successful Wealth Strategies, LLCCanton | Not published | Not published | $5,000/yr |
| Sullivan Financial, LLCEssex | $250/hr | $2,500–$5,000 | Not published |
| Summit Planning Group, LLCBranfordNo AUM fee | $150–$250/hr | $2,000–$25,000 | Not published |
| Sumus Financial LLCShelton | $100/hr | Not published | $150/mo |
| Sursum Financial LLCMadison | $250/hr | $1,000–$15,000 | Not published |
| Swiss Finance Private Wealth Management LLCSouthbury | Not published | Not published | $10,000/yr |
| Tailwind Financial LLCNewingtonNo AUM fee | $350/hr | $3,500–$14,000 | Not published |
| Telos Partners LLCAvon | $500/hr | $12,500 | $3,600–$18,000/yr |
| Thames Financial ManagementNorwich | $300/hr | Not published | Not published |
| The Dowling Group Wealth ManagementGreenwich | Not published | $2,500–$20,000 | Not published |
| The Real Wealth CoterieHamden | $500/hr | $5,000 | $6,500/yr |
| Thrivealike LLCMonroe | Not published | $100–$15,000 | $100–$500/mo |
| Top Private WealthGlastonbury | $400/hr | $6,000–$20,000 | $1,500–$5,000/qtr |
| Triathlon Partners LLCWeston | $400/hr | $5,000–$10,000 | Not published |
| Trivium Point Advisory, LLCWilton | $250–$500/hr | Not published | Not published |
| Wealth Management Advisers, LLCMiddletown | $250–$450/hr | $150–$10,000 | $5,000–$50,000/yr |
| Wealthguard LLCWestportNo AUM fee | $150–$300/hr | Not published | Not published |
| Wealthshape LLCWindsor | $250/hr | $5,000 | Not published |
| Webster Wealth Advisors, Inc.StamfordNo AUM fee | $400/hr | $5,000–$15,000 | Not published |
| Weise Financial WellnessMiddleburyNo AUM fee | $300/hr | $1,500 | $3,000/yr |
| WJ Financial Advisors, LLCKillingworth | $125–$375/hr | $1,500–$15,000 | Not published |
| WmgnaFarmington | $325/hr | Not published | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (90)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- Advanced Capital Advisors, LLC, Fairfield
- Adviceone Advisory Services, LLC, Glastonbury
- Alchemi Wealth, LLC, Essex
- Alexa Wealth Management, LLC, Deep River
- Araglan Capital Management , LLC, Stamford
- August Wealth Advisors LLC, Westport
- B Side Partners, LLC, Southport
- Beaulieu & Associates, LLC, Somers
- Bradley Foster & Sargent Inc, Hartford
- Budnick Capital, LLC, East Hartford
- Butler & Co., Inc., South Windsor
- Capital Planning Consultants, LLC, Cromwell
- Castlekeep Investment Advisors, Westport
- Cedar Lane Advisors, LLC, New Haven
- Charter Research & Investment Group Inc, Southport
- Chieco Capital Management, LLC, Glastonbury
- Clear Harbor Asset Management, LLC, Stamford
- Compass, Fairfield
- Connecticut Wealth Management, LLC, Farmington
- Creative Funding Corporation, Bloomfield
- Dba Farmstead Investment Management, Windsor
- Edgon Advisory LLC, Hartford
- Educated Wealth & Financial, LLC, Westport
- Financial Resources Group, LLC, Glastonbury
- Finmas Capital LLC, Stamford
- Firethorn Capital, LLC, Westport
- Granite Islands Private Wealth, LLC, Guilford
- Greenwich Advisors, LLC, Greenwich
- Greenwich Wealth Management, LLC, Greenwich
- Growe Capital Advisors, LLC, New Canaan
- HFM Wealth Management, West Hartford
- Highlight Advisors LLC, Westport
- Horizon Financial Advisors, LLC, West Hartford
- Investmark Advisory Group LLC, Shelton
- Jabez Financial, LLC, Uncasville
- Jackson, Grant Investment Advisers, Inc., Stamford
- JQR Capital Management, LLC, West Hartford
- Lansdowne Wealth Management, LLC, Mystic
- Lifeline Financial, LLC, Wethersfield
- Loretta Nolan Associates, LLC, Old Greenwich
- Mccary Anheuser Wealth Management, LLC, West Hartford
- MFC Portfolios, Inc, Darien
- Mighty Oak Management LLC, Easton
- Morgan House Capital, LLC, East Hartford
- Morrissey Wealth Management LLC, North Haven
- Myfinancialpro, LLC, Shelton
- Navigator Financial LLC, Farmington
- Netherby Advisors LLC, Shelton
- NJK Wealth Management, Fairfield
- Northmont Wealth Management LLC, West Hartford
- Northstar Portfolio Investments, LLC, Stamford
- Oakridge Management Group LLC, Stamford
- One Mile Financial Planning, LLC, Wallingford
- Optimum Financial LLC, Wethersfield
- Pasco Advisors, LLC, East Windsor
- Polymath Capital Advisors, LLC., Glastonbury
- Principle Wealth, Madison
- Procyon, Shelton
- Prometheus Investment Advisors LLC, Greenwich
- QP Global Family Offices, LLC, Greenwich
- QVM Group LLC, South Glastonbury
- Real Financial Planning, LLC, Guilford
- Ridgepoint Wealth Advisors LLC, Tolland
- Riskbridge Advisors, LLC, Norwalk
- Ronald J. Iannucci CFP, Woodbury
- Rossmore Private Capital, LLC, Glastonbury
- Round Rock Advisors LLC, Wilton
- Sagebroadview Wealth Management, LLC, Farmington
- Scholtz & Company, LLC, Stamford
- Seneca Wealth Advisors, LLC, Westport
- Silversea Capital, LLC, Riverside
- Sladek & Witek, LLP, Trumbull
- Smarter Way Wealth, New Haven
- Smith Brothers Financial, LLC, Glastonbury
- Sound Planning and Investments, LLC, Essex
- Spectrum Financial Strategies Inc, Hamden
- Stone Lake Wealth Management, LLC, Riverside
- Tadpole Investments LLC, Stamford
- Tailored Wealth, LLC, Fairfield
- Third View Private Wealth, Westport
- Tittmann & Rusch, LLC, Avon
- Toomey Investment Management, Inc, Wallingford
- Trendhaven Investment Management, LLC, Fairfield
- Vihar Capital Management, Darien
- Vision Wealth Advisory, Orange
- Wealth Protection Management, Woodbridge
- Westcott Investment Advisors LLC, Danielson
- Weston Wealth Advisors, LLC, Westport
- William Joseph Capital Management, Inc., Bristol
- Worrell Advisory Services, Branford
Cities in Connecticut
- Avon 4
- Cheshire 3
- Darien 3
- Essex 3
- Farmington 5
- Glastonbury 5
- Guilford 4
- Manchester 3
- Newtown 4
- Ridgefield 4
- Shelton 6
- Stamford 7
- Westport 12
- Windsor 3