Browse all Flat-fee advisors in Connecticut

Every advisor below is licensed to work with clients in Connecticut. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,401
Retired	2,763
Tax-loss harvesting	2,527
Executive	2,261
Wealth management	2,162
Retirement plans for business owners (SEP, solo 401k)	1,814
Retirement income strategy	890
Private / alternative investments	875
ESG / Sustainable investing	833
Business exit / sale strategy	798
College savings (529s, UTMA, etc.)	740
Active portfolio management	729
Annuities	717
General retirement planning	625
Self-Employed	623
Options & derivatives strategies	610
Approaching retirement	494
Passive / index investing	402
HENRY (High Earners, Not Rich Yet)	396
Concentrated stock management	385
Charitable giving & philanthropy	355
Cash flow / budgeting	338
Business succession planning	195
Financial Professional	187
Social Security optimization	176
Established Professionals	137
Factor investing / smart beta	110
General tax planning	108
Real estate investing	104
Income planning	103
Retired	103
Long-term care insurance	89
Business ownership considerations	77
General estate planning guidance	73
Equity compensation tax strategy	59
Retirement withdrawal strategies	58
Mid-Career Professionals	54
Debt management	53
Divorce financial planning	38
Educators, Teachers, and Academics	32
Women Professionals	30
Business sale tax planning	29
Values-based investing	25
Doctor or Medical Professional	21
Family Business	18
Roth conversion strategy	16
Tax strategies for small businesses	15
Intergenerational Families	14
Life insurance needs analysis	14
Stock option exercise strategy	14
Young Professionals	14
Medicare planning	9
Planning for children with special needs	9
Charitable giving tax strategies	5
Multi-generational wealth transfer	5
Religious/faith focused	5
Equity Recipients (RS/RSU, SOP, ESPP)	3

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