Hourly financial advisors in Connecticut and their rates

Hourly advisors only bill for the time they spend on your questions. That works well for a one off review or a single big decision.

The median published hourly rate in Connecticut is $300, from 100 firms that filed as hourly financial advisors and list a price. The middle half charge $250⁠-⁠$350 an hour. Updated October 2026.

What advisors in Connecticut charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$300/hr$250⁠-⁠$350/hr100 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Hourly financial advisors in Connecticut and their published fees

100 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Essex Financial Services, Inc.Essex$75⁠-⁠$250/hr$250⁠-⁠$5,000Not published
Excel Wealth Management, LLCManchester$100⁠-⁠$450/hr$250⁠-⁠$10,000Not published
Financial Advantage Advisors Co.Windsor$100⁠-⁠$350/hrNot publishedNot published
Global Hill Wealth Advisors LLCMonroe$100⁠-⁠$200/hrNot publishedNot published
Medallion Wealth Advisors, LLCFarmington$100⁠-⁠$300/hr$1,000⁠-⁠$5,000Not published
Sumus Financial LLCShelton$100/hrNot published$150/mo
Prodeo Financial ServicesCheshire$120⁠-⁠$125/hr$700Not published
Del Gallo Financial Services, LLCAvon$125⁠-⁠$350/hr$1,000⁠-⁠$30,000Not published
Foundation Financial Inc.Westport$125⁠-⁠$200/hr$1,000⁠-⁠$4,500Not published
WJ Financial Advisors, LLCKillingworth$125⁠-⁠$375/hr$1,500⁠-⁠$15,000Not published
Continental Nine Financial Management, LLCWaterbury$145⁠-⁠$350/hrNot publishedNot published
Brenneman Investment Adviser, LLCCenterbrook$150⁠-⁠$250/hrNot publishedNot published
Briggs Wealth Management, Inc.Glastonbury$150⁠-⁠$500/hr$5,000⁠-⁠$10,000Not published
Envest Asset Management, LLCRidgefield$150⁠-⁠$250/hrNot publishedNot published
Fierston Financial Group IncWest Hartford$150⁠-⁠$750/hr$1,000⁠-⁠$7,500Not published
Fiscal Wisdom Wealth Management LLCCanton$150⁠-⁠$500/hr$250⁠-⁠$10,000$1,000/yr
Ganim Private WealthShelton$150⁠-⁠$400/hr$1,000⁠-⁠$50,000Not published
GCD Financial Planning and Advisory ServicesFairfieldNo AUM fee$150⁠-⁠$400/hr$750⁠-⁠$3,000$250⁠-⁠$2,000/yr
Mccauley Investments Advisors LLCGuilford$150/hrNot publishedNot published
Monte Financial Group, LLCGuilford$150⁠-⁠$350/hrNot publishedNot published
New England Capital Financial Advisors LLCCheshire$150⁠-⁠$500/hr$500⁠-⁠$10,000Not published
Strategic Investment Planning LLCWest Hartford$150⁠-⁠$300/hr$2,500⁠-⁠$10,000Not published
Summit Planning Group, LLCBranfordNo AUM fee$150⁠-⁠$250/hr$2,000⁠-⁠$25,000Not published
Wealthguard LLCWestportNo AUM fee$150⁠-⁠$300/hrNot publishedNot published
Ernest J. Brousseau, CPA, CFP®Manchester$175/hrNot published$1,000⁠-⁠$5,000/yr
Kreitler Financial LLCNew Haven$175⁠-⁠$400/hr$3,000⁠-⁠$20,000Not published
Sovereign Financial ServicesRocky Hill$180⁠-⁠$250/hrNot publishedNot published
Barron Financial Group, LLPTorrington$200/hr$400⁠-⁠$3,200$3,750/yr
Burne Financial Concepts, LLCWatertown$200⁠-⁠$350/hrNot publishedNot published
Dennis Glynn, CPARocky Hill$200/hrNot publishedNot published
East Guilford Financial Services LLCMadison$200/hrNot publishedNot published
Granite Hill Capital Management, LLCRidgefield$200/hrNot published$1,000/yr
In the Money Retirement Planning Limited Liability CompanyWaterford$200⁠-⁠$500/hr$1,500⁠-⁠$15,000Not published
Northshire Consulting, LLCSouthington$200/hrNot publishedNot published
Sovereign Financial Group, Inc.Stamford$200⁠-⁠$450/hr$1,500⁠-⁠$10,000$45/mo
Massucci & AssociatesPlantsvilleNo AUM fee$225/hrNot published$1,000/yr
Financial Answers, LLCEllingtonNo AUM fee$240/hrNot publishedNot published
Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr$750⁠-⁠$5,000Not published
Asset Management AssociatesSouth Windsor$250/hrNot publishedNot published
Blue Keel Financial PlanningWestport$250/hr$2,000⁠-⁠$10,000$250⁠-⁠$2,500/mo
Donaldson Financial Wellness Network, LLCNewtown$250⁠-⁠$450/hr$600⁠-⁠$10,000Not published
Fleurus Investment Advisory, LLCWeston$250/hr$5,000Not published
Innovative Wealth ManagementTrumbull$250/hr$1,000⁠-⁠$10,000Not published
Kane Financial PlanningEast Hartland$250/hrNot published$3,000⁠-⁠$5,000/yr
Key Financial Concepts, Inc.Vernon$250⁠-⁠$275/hrNot publishedNot published
Lyons Asset ManagementStonington$250/hrNot publishedNot published
Moneco AdvisorsFairfield$250/hr$5,000Not published
Nutmeg Capital Advisors, LLCHartford$250/hrNot publishedNot published
Panarella Wealth Management LLCHartford$250⁠-⁠$500/hrNot publishedNot published
Parker Wealth Management, LLCWindsor$250/hr$3,000Not published
Pezzi Private CapitalWestport$250⁠-⁠$400/hr$1,500⁠-⁠$50,000Not published
Pink PlanningTolland$250/hrNot published$199/mo
Schemco, LLCWestport$250/hrNot publishedNot published
Sentinel Asset Management, LLCWallingford$250/hr$5,000Not published
Southport Station Financial Management, LLCSouthport$250⁠-⁠$375/hr$500⁠-⁠$20,000Not published
Sullivan Financial, LLCEssex$250/hr$2,500⁠-⁠$5,000Not published
Sursum Financial LLCMadison$250/hr$1,000⁠-⁠$15,000Not published
Trivium Point Advisory, LLCWilton$250⁠-⁠$500/hrNot publishedNot published
Wealth Management Advisers, LLCMiddletown$250⁠-⁠$450/hr$150⁠-⁠$10,000$5,000⁠-⁠$50,000/yr
Wealthshape LLCWindsor$250/hr$5,000Not published
Brennan Capital Management LLCWestport$300/hr$750⁠-⁠$3,000$750/mo
Dick Hutchinson Registered Investment AdvisorBranford$300/hrNot publishedNot published
Drum Hill Capital, LLCWestport$300/hrNot publishedNot published
Grey Ledge Advisors, LLCGuilford$300/hr$300⁠-⁠$1,500$1,200/yr
Hammond Iles Wealth AdvisorsWethersfield$300/hr$15,000Not published
Heritage Capital, LLCWoodbridge$300/hrNot publishedNot published
Mark Sheptoff Financial Planning LLCGlastonbury$300/hrNot publishedNot published
Milestone Asset Management Group, LLCAvon$300/hr$2,000⁠-⁠$15,000Not published
Riskin Wealth Management, LLCNewtown$300⁠-⁠$500/hr$500$750⁠-⁠$7,500/qtr
RLS Financial Group, Inc.Newtown$300/hrNot published$900/yr
SKM Wealth Management, LLCWethersfield$300/hrNot publishedNot published
Thames Financial ManagementNorwich$300/hrNot publishedNot published
Weise Financial WellnessMiddleburyNo AUM fee$300/hr$1,500$3,000/yr
Bridgelight Financial Advisors, IncShelton$325/hrNot publishedNot published
Strategic Financial, LLCSouth Windsor$325/hrNot publishedNot published
WmgnaFarmington$325/hrNot publishedNot published
Achieve Retirement & Wealth Management, LLCRidgefield$350/hr$10,000Not published
Fortress Financial ManagementShelton$350/hrNot publishedNot published
Kennedy Wealth & Tax Management, LLCSouthbury$350/hr$3,500⁠-⁠$10,000$9,500/yr
Tailwind Financial LLCNewingtonNo AUM fee$350/hr$3,500⁠-⁠$14,000Not published
5TH Street Advisors, LLCSouthport$400/hr$3,000⁠-⁠$5,000Not published
Cfig Investment Advisory Services, LLCWestport$400/hr$5,000⁠-⁠$25,000Not published
Compass Rose Strategic Partners LLCWaterford$400/hrNot published$20,350/yr
Crionna Wealth LLCAvon$400/hrNot publishedNot published
R & R Wealth Strategies, LLCRidgefieldNo AUM fee$400/hr$5,000⁠-⁠$15,000Not published
RZH Advisors LLCStamford$400⁠-⁠$600/hr$2,500⁠-⁠$50,000Not published
Top Private WealthGlastonbury$400/hr$6,000⁠-⁠$20,000$1,500⁠-⁠$5,000/qtr
Triathlon Partners LLCWeston$400/hr$5,000⁠-⁠$10,000Not published
Webster Wealth Advisors, Inc.StamfordNo AUM fee$400/hr$5,000⁠-⁠$15,000Not published
Catum Advisory Group, LLC.Wilton$450/hr$1,500⁠-⁠$5,000Not published
Hoskin CapitalBroad BrookNo AUM fee$450/hr$1,000⁠-⁠$10,000Not published
Euclid Harding, LLCStamford$500/hrNot published$6,000⁠-⁠$40,000/yr
Infinity Financial Strategies, LLCNorth Granby$500/hr$1,000$6,000/yr
Nonesuch AdvisorsKent$500/hrNot publishedNot published
Telos Partners LLCAvon$500/hr$12,500$3,600⁠-⁠$18,000/yr
The Real Wealth CoterieHamden$500/hr$5,000$6,500/yr
DocsfpNewingtonNo AUM fee$600/hrNot publishedNot published
Asset Management Group, Inc.Stamford$925/hrNot published$2,500⁠-⁠$10,000/yr
Innovative Asset Advisors GroupShelton$1,000/hrNot publishedNot published
N10° WealthGreenwich$1,500/hr$10,000⁠-⁠$500,000Not published
Also filed as hourly financial advisors, without a published price (71)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Hourly financial advisors in other states