Ways to browse Flat-fee advisors serving Connecticut

Pick a specialty to browse more Flat-fee advisors serving Connecticut.

Browse by specialty

Find advisors serving Connecticut who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,432
Retired	2,771
Tax-loss harvesting	2,540
Executive	2,293
Wealth management	2,167
Retirement plans for business owners (SEP, solo 401k)	1,818
Business exit / sale strategy	1,035
Retirement income strategy	898
Private / alternative investments	883
ESG / Sustainable investing	834
College savings (529s, UTMA, etc.)	737
Active portfolio management	731
Annuities	720
Options & derivatives strategies	665
General retirement planning	611
Approaching retirement	494
Concentrated stock management	435
HENRY (High Earners, Not Rich Yet)	402
Passive / index investing	402
Cash flow / budgeting	330
Charitable giving & philanthropy	300
Self-Employed	221
Business succession planning	195
Financial Professional	183
Social Security optimization	176
Established Professionals	144
Real estate investing	134
Factor investing / smart beta	115
Income planning	114
General tax planning	105
Retired	103
General estate planning guidance	80
Business ownership considerations	76
Retirement withdrawal strategies	60
Equity compensation tax strategy	59
Debt management	54
Mid-Career Professionals	54
Long-term care insurance	40
Divorce financial planning	38
Educators, Teachers, and Academics	32
Women Professionals	30
Business sale tax planning	29
Family Business	27
Values-based investing	25
Doctor or Medical Professional	22
Tax strategies for small businesses	18
Roth conversion strategy	16
Young Professionals	15
Intergenerational Families	14
Life insurance needs analysis	14
Stock option exercise strategy	14
Medicare planning	9
Planning for children with special needs	9
Charitable giving tax strategies	5
Religious/faith focused	5
Multi-generational wealth transfer	4
Equity Recipients (RS/RSU, SOP, ESPP)	3

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