Flat fee financial advisors in Connecticut
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Connecticut is $5,125, from 75 firms that filed as flat fee financial advisors and list a price. The middle half charge $3,000-$10,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,125 | $3,000-$10,000 | 75 firms |
Flat fee financial advisors in Connecticut and their published fees
75 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Thrivealike LLCMonroe | Not published | $100-$15,000 | $100-$500/mo |
| Wealth Management Advisers, LLCMiddletown | $250-$450/hr | $150-$10,000 | $5,000-$50,000/yr |
| Beirne.Darien | Not published | $250-$5,000 | Not published |
| Essex Financial Services, Inc.Essex | $75-$250/hr | $250-$5,000 | Not published |
| Excel Wealth Management, LLCManchester | $100-$450/hr | $250-$10,000 | Not published |
| Grey Ledge Advisors, LLCGuilford | $300/hr | $300-$1,500 | $1,200/yr |
| Barron Financial Group, LLPTorrington | $200/hr | $400-$3,200 | $3,750/yr |
| Farmingbury Financial Services, LLCWolcott | $150-$250/hr | $500-$2,500 | Not published |
| Fcig Wealth Management, LLCPlainfield | Not published | $500-$10,000 | Not published |
| New England Capital Financial Advisors LLCCheshire | $150-$500/hr | $500-$10,000 | Not published |
| Riskin Wealth Management, LLCNewtown | $300-$500/hr | $500 | $750-$7,500/qtr |
| Southport Station Financial Management, LLCSouthport | $250-$375/hr | $500-$20,000 | Not published |
| Springboard Asset Management LLCCheshire | Not published | $500-$5,000 | Not published |
| SpurstoneHigganum | Not published | $500-$25,000 | Not published |
| Donaldson Financial Wellness Network, LLCNewtown | $250-$450/hr | $600-$10,000 | Not published |
| Prodeo Financial ServicesCheshire | $120-$125/hr | $700 | Not published |
| Abundant Wealth Management LLCStamford | $250-$350/hr | $750-$5,000 | Not published |
| Brennan Capital Management LLCWestport | $300/hr | $750-$3,000 | $750/mo |
| GCD Financial Planning and Advisory ServicesFairfieldNo AUM fee | $150-$400/hr | $750-$3,000 | $250-$2,000/yr |
| Del Gallo Financial Services, LLCAvon | $125-$350/hr | $1,000-$30,000 | Not published |
| Fierston Financial Group IncWest Hartford | $150-$750/hr | $1,000-$7,500 | 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 |
| Hoskin CapitalBroad BrookNo AUM fee | $450/hr | $1,000-$10,000 | Not published |
| Infinity Financial Strategies, LLCNorth Granby | $500/hr | $1,000 | $6,000/yr |
| Innovative Wealth ManagementTrumbull | $250/hr | $1,000-$10,000 | Not published |
| Medallion Wealth Advisors, LLCFarmington | $100-$300/hr | $1,000-$5,000 | Not published |
| Sightline Wealth Advisors, LLCGroton | Not published | $1,000-$7,500 | Not published |
| Sursum Financial LLCMadison | $250/hr | $1,000-$15,000 | Not published |
| Catum Advisory Group, LLC.Wilton | $450/hr | $1,500-$5,000 | Not published |
| In the Money Retirement Planning Limited Liability CompanyWaterford | $200-$500/hr | $1,500-$15,000 | Not published |
| Metric Financial, LLCSimsbury | Not published | $1,500 | $100-$500/mo |
| MJP Wealth AdvisorsFarmington | Not published | $1,500-$5,000 | Not published |
| Mullaney Keating & Wright IncMiddletown | Not published | $1,500-$3,500 | Not published |
| Pezzi Private CapitalWestport | $250-$400/hr | $1,500-$50,000 | Not published |
| Sovereign Financial Group, Inc.Stamford | $200-$450/hr | $1,500-$10,000 | $45/mo |
| 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 |
| Blue Keel Financial PlanningWestport | $250/hr | $2,000-$10,000 | $250-$2,500/mo |
| Milestone Asset Management Group, LLCAvon | $300/hr | $2,000-$15,000 | Not published |
| Summit Planning Group, LLCBranfordNo AUM fee | $150-$250/hr | $2,000-$25,000 | Not published |
| Rosales Wealth Group LLCShelton | Not published | $2,400-$6,000 | $100-$500/mo |
| Iron Path Wealth Management, Inc.Newtown | Not published | $2,500 | $1,000/yr |
| Narrow Path Guidance, LLCEast HamptonNo AUM fee | Not published | $2,500-$7,500 | Not published |
| RZH Advisors LLCStamford | $400-$600/hr | $2,500-$50,000 | Not published |
| Sullivan Financial, LLCEssex | $250/hr | $2,500-$5,000 | Not published |
| The Dowling Group Wealth ManagementGreenwich | Not published | $2,500-$20,000 | Not published |
| 5TH Street Advisors, LLCSouthport | $400/hr | $3,000-$5,000 | Not published |
| Connecticut Capital Management Group, LLCMilford | Not published | $3,000 | Not published |
| Kreitler Financial LLCNew Haven | $175-$400/hr | $3,000-$20,000 | Not published |
| Kennedy Wealth & Tax Management, LLCSouthbury | $350/hr | $3,500-$10,000 | $9,500/yr |
| Tailwind Financial LLCNewingtonNo AUM fee | $350/hr | $3,500-$14,000 | Not published |
| North Haven Financial LLCSuffield | Not published | $4,000-$10,000 | $6,000/yr |
| Olson Consulting LLCManchesterNo AUM fee | Not published | $4,000 | Not published |
| Paulson Private Wealth LLCNorwalk | Not published | $4,000-$6,000 | Not published |
| Briggs Wealth Management, Inc.Glastonbury | $150-$500/hr | $5,000-$10,000 | Not published |
| Cfig Investment Advisory Services, LLCWestport | $400/hr | $5,000-$25,000 | Not published |
| Greater WealthWestport | Not published | $5,000 | Not published |
| Greenhouse Wealth Management, LLCWestport | Not published | $5,000-$15,000 | Not published |
| Moneco AdvisorsFairfield | $250/hr | $5,000 | Not published |
| R & R Wealth Strategies, LLCRidgefieldNo AUM fee | $400/hr | $5,000-$15,000 | Not published |
| Sentinel Asset Management, LLCWallingford | $250/hr | $5,000 | Not published |
| Stock Financial and Retirement SolutionsSomers | Not published | Up to $5,000 | Not published |
| The Real Wealth CoterieHamden | $500/hr | $5,000 | $6,500/yr |
| Triathlon Partners LLCWeston | $400/hr | $5,000-$10,000 | 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 |
| Top Private WealthGlastonbury | $400/hr | $6,000-$20,000 | $1,500-$5,000/qtr |
| Bourgeon Capital Management LLCDarien | Not published | $7,000 | Not published |
| Achieve Retirement & Wealth Management, LLCRidgefield | $350/hr | $10,000 | Not published |
| Compass Wealth Management LLCGuilford | Not published | Up to $10,000 | Not published |
| N10° WealthGreenwich | $1,500/hr | $10,000-$500,000 | Not published |
| Telos Partners LLCAvon | $500/hr | $12,500 | $3,600-$18,000/yr |
| Hammond Iles Wealth AdvisorsWethersfield | $300/hr | $15,000 | Not published |
| HT Partners LLCCenterbrook | Not published | $25,000-$50,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (111)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Alpine Hill Advisors LLC, Westport
- Asset Management Associates, South Windsor
- Brenneman Investment Adviser, LLC, Centerbrook
- Compass Rose Strategic Partners LLC, Waterford
- Continental Nine Financial Management, LLC, Waterbury
- Dick Hutchinson Registered Investment Advisor, Branford
- Drum Hill Capital, LLC, Westport
- Empower Financial Advisory, LLC, Glastonbury
- Envest Asset Management, LLC, Ridgefield
- Ernest J. Brousseau, CPA, CFP®, Manchester
- Euclid Harding, LLC, Stamford
- Financial Advantage Advisors Co., Windsor
- Financial Answers, LLC, Ellington
- Fiscal Dynamics Incorporated, Farmington
- Fortress Financial Management, Shelton
- Global Hill Wealth Advisors LLC, Monroe
- Granite Hill Capital Management, LLC, Ridgefield
- Haviland & Sams, LLC, Farmington
- HTG Investment Advisors Inc, New Canaan
- Innovative Asset Advisors Group, Shelton
- Jeffrey N. Mehler, CFP LLC, Essex
- JKG Capital LLC, Westport
- Kane Financial Planning, East Hartland
- Makenna & Company, Inc., Darien
- Monte Financial Group, LLC, Guilford
- Nonesuch Advisors, Kent
- Northshire Consulting, LLC, Southington
- Nutmeg Capital Advisors, LLC, Hartford
- Pink Planning, Tolland
- Quarve Associates, LLC, Stamford
- RLS Financial Group, Inc., Newtown
- Somnio Financial Group, LLC, Glastonbury
- Sound Financial Management, LLC, Rowayton
- Sovereign Financial Services, Rocky Hill
- Successful Wealth Strategies, LLC, Canton
- Sumus Financial LLC, Shelton
- Swiss Finance Private Wealth Management LLC, Southbury
- Trivium Point Advisory, LLC, Wilton
- Wealthguard LLC, Westport
- Wmgna, Farmington
- Adviceone Advisory Services, LLC, Glastonbury
- Alchemi Wealth, LLC, Essex
- August Wealth Advisors LLC, Westport
- B Side Partners, LLC, Southport
- Beaulieu & Associates, LLC, Somers
- Bradley Foster & Sargent Inc, Hartford
- Budnick Capital, LLC, East Hartford
- Capital Planning Consultants, LLC, Cromwell
- 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
- 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
- Investmark Advisory Group LLC, Shelton
- Jabez Financial, LLC, Uncasville
- 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
- Mighty Oak Management LLC, Easton
- Morgan House Capital, LLC, East Hartford
- Morrissey Wealth Management LLC, North Haven
- 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
- 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
- Smarter Way Wealth, New Haven
- Smith Brothers Financial, LLC, Glastonbury
- Spectrum Financial Strategies Inc, Hamden
- Stone Lake Wealth Management, LLC, Riverside
- Tailored Wealth, LLC, Fairfield
- Third View Private Wealth, Westport
- Tittmann & Rusch, LLC, Avon
- Toomey Investment Management, Inc, Wallingford
- Trendhaven Investment Management, LLC, Fairfield
- Vision Wealth Advisory, Orange
- Weston Wealth Advisors, LLC, Westport
- William Joseph Capital Management, Inc., Bristol