# Flat-fee financial advisors in Bridgeport, CT

> AdvisorCensus lists 108 investment advisory firms with a principal office in the Bridgeport metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ct/bridgeport/flat-fee/page/2

## At a glance

- Investment advisory firms: 108
- Registration: SEC-registered investment adviser: 75, State-registered investment adviser: 33
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 28 (26%); Percentage of assets 95 (88%); Hourly charges 41 (38%); Subscription fees (newsletter or periodical) 3 (3%); Fixed fees 108 (100%); Commissions 4 (4%); Performance-based fees 35 (32%); Other 15 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 20 (19%); $25 million to $100 million 10 (9%); $100 million to $500 million 27 (25%); $500 million to $1 billion 10 (9%); $1 billion to $5 billion 23 (21%); Over $5 billion 11 (10%); Not reported 7 (6%)
- Years registered: Under 5 years 34 (31%); 5 to 9 years 20 (19%); 10 to 19 years 27 (25%); 20 years or more 25 (23%); Not reported 2 (2%)

## Firms (page 2 of 3, 51 to 100 of 108, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Greenwich Wealth Management, LLC](https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820) ([md](https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820.md)) | 142820 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Growe Capital Advisors, LLC](https://advisorcensus.com/firm/growe-capital-advisors-llc-new-canaan-ct-338671) ([md](https://advisorcensus.com/firm/growe-capital-advisors-llc-new-canaan-ct-338671.md)) | 338671 | New Canaan, CT | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Harbour Point Capital](https://advisorcensus.com/firm/harbour-point-capital-darien-ct-226521) ([md](https://advisorcensus.com/firm/harbour-point-capital-darien-ct-226521.md)) | 226521 | Darien, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | Fixed fee, Performance fee |
| [HTG Investment Advisors Inc](https://advisorcensus.com/firm/htg-investment-advisors-inc-new-canaan-ct-108614) ([md](https://advisorcensus.com/firm/htg-investment-advisors-inc-new-canaan-ct-108614.md)) | 108614 | New Canaan, CT | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Hudson Structured Capital Management Ltd.](https://advisorcensus.com/firm/hudson-structured-capital-management-ltd-stamford-ct-282919) ([md](https://advisorcensus.com/firm/hudson-structured-capital-management-ltd-stamford-ct-282919.md)) | 282919 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [IHS Herold Inc.](https://advisorcensus.com/firm/ihs-herold-inc-westport-ct-127160) ([md](https://advisorcensus.com/firm/ihs-herold-inc-westport-ct-127160.md)) | 127160 | Westport, CT | State-registered investment adviser | Not reported | 10 | Fixed fee, Other |
| [JC Capital Advisors Group LLC](https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298) ([md](https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298.md)) | 339298 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [JKG Capital LLC](https://advisorcensus.com/firm/jkg-capital-llc-westport-ct-284609) ([md](https://advisorcensus.com/firm/jkg-capital-llc-westport-ct-284609.md)) | 284609 | Westport, CT | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee, Other |
| [Kline Hill Partners LP](https://advisorcensus.com/firm/kline-hill-partners-lp-greenwich-ct-283283) ([md](https://advisorcensus.com/firm/kline-hill-partners-lp-greenwich-ct-283283.md)) | 283283 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [LBB Holding Company LLC](https://advisorcensus.com/firm/lbb-holding-company-llc-norwalk-ct-282285) ([md](https://advisorcensus.com/firm/lbb-holding-company-llc-norwalk-ct-282285.md)) | 282285 | Norwalk, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee, Performance fee |
| [Longrange Capital, L.P.](https://advisorcensus.com/firm/longrange-capital-l-p-stamford-ct-309379) ([md](https://advisorcensus.com/firm/longrange-capital-l-p-stamford-ct-309379.md)) | 309379 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 6 | Fixed fee, Other |
| [Longwall Family Office](https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336) ([md](https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336.md)) | 324336 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Loretta Nolan Associates, LLC](https://advisorcensus.com/firm/loretta-nolan-associates-llc-old-greenwich-ct-126468) ([md](https://advisorcensus.com/firm/loretta-nolan-associates-llc-old-greenwich-ct-126468.md)) | 126468 | Old Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Makenna & Company, Inc.](https://advisorcensus.com/firm/makenna-and-company-inc-darien-ct-132744) ([md](https://advisorcensus.com/firm/makenna-and-company-inc-darien-ct-132744.md)) | 132744 | Darien, CT | State-registered investment adviser | Under $25 million | 21 | % of assets, Fixed fee |
| [Matson Financial Advisors, Inc.](https://advisorcensus.com/firm/matson-financial-advisors-inc-danbury-ct-122480) ([md](https://advisorcensus.com/firm/matson-financial-advisors-inc-danbury-ct-122480.md)) | 122480 | Danbury, CT | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Fixed fee, Commissions |
| [Mighty Oak Management LLC](https://advisorcensus.com/firm/mighty-oak-management-llc-easton-ct-127645) ([md](https://advisorcensus.com/firm/mighty-oak-management-llc-easton-ct-127645.md)) | 127645 | Easton, CT | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Missionpoint Partners LLC](https://advisorcensus.com/firm/missionpoint-partners-llc-fairfield-ct-171282) ([md](https://advisorcensus.com/firm/missionpoint-partners-llc-fairfield-ct-171282.md)) | 171282 | Fairfield, CT | SEC-registered investment adviser | $100 million to $500 million | 11 | Fixed fee, Performance fee |
| [Moneco Advisors](https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922) ([md](https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922.md)) | 171922 | Fairfield, CT | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [N10° Wealth](https://advisorcensus.com/firm/n10-wealth-greenwich-ct-342013) ([md](https://advisorcensus.com/firm/n10-wealth-greenwich-ct-342013.md)) | 342013 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [New Edge Wealth](https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771) ([md](https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771.md)) | 307771 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Fixed fee, Commissions, Performance fee |
| [Northstar Portfolio Investments, LLC](https://advisorcensus.com/firm/northstar-portfolio-investments-llc-stamford-ct-173314) ([md](https://advisorcensus.com/firm/northstar-portfolio-investments-llc-stamford-ct-173314.md)) | 173314 | Stamford, CT | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Oak Financial Group Inc](https://advisorcensus.com/firm/oak-financial-group-inc-stamford-ct-106293) ([md](https://advisorcensus.com/firm/oak-financial-group-inc-stamford-ct-106293.md)) | 106293 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets, Fixed fee |
| [Oakridge Management Group LLC](https://advisorcensus.com/firm/oakridge-management-group-llc-stamford-ct-306284) ([md](https://advisorcensus.com/firm/oakridge-management-group-llc-stamford-ct-306284.md)) | 306284 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee, Performance fee |
| [Paradoxiom Capital](https://advisorcensus.com/firm/paradoxiom-capital-stamford-ct-330671) ([md](https://advisorcensus.com/firm/paradoxiom-capital-stamford-ct-330671.md)) | 330671 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee, Performance fee |
| [Portfolio Advisors LLC](https://advisorcensus.com/firm/portfolio-advisors-llc-darien-ct-105981) ([md](https://advisorcensus.com/firm/portfolio-advisors-llc-darien-ct-105981.md)) | 105981 | Darien, CT | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Hourly, Fixed fee, Performance fee |
| [Private Capital Advisors, Inc.](https://advisorcensus.com/firm/private-capital-advisors-inc-darien-ct-125771) ([md](https://advisorcensus.com/firm/private-capital-advisors-inc-darien-ct-125771.md)) | 125771 | Darien, CT | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Private Capital Asset Management LLC](https://advisorcensus.com/firm/private-capital-asset-management-llc-darien-ct-317930) ([md](https://advisorcensus.com/firm/private-capital-asset-management-llc-darien-ct-317930.md)) | 317930 | Darien, CT | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Performance fee |
| [QP Global Family Offices, LLC](https://advisorcensus.com/firm/qp-global-family-offices-llc-greenwich-ct-294879) ([md](https://advisorcensus.com/firm/qp-global-family-offices-llc-greenwich-ct-294879.md)) | 294879 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |
| [Quarve Associates, LLC](https://advisorcensus.com/firm/quarve-associates-llc-stamford-ct-112160) ([md](https://advisorcensus.com/firm/quarve-associates-llc-stamford-ct-112160.md)) | 112160 | Stamford, CT | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [R & R Wealth Strategies, LLC](https://advisorcensus.com/firm/r-and-r-wealth-strategies-llc-ridgefield-ct-151405) ([md](https://advisorcensus.com/firm/r-and-r-wealth-strategies-llc-ridgefield-ct-151405.md)) | 151405 | Ridgefield, CT | State-registered investment adviser | Not reported | 16 | Hourly, Fixed fee, Other |
| [Renaissance Capital LLC](https://advisorcensus.com/firm/renaissance-capital-llc-stamford-ct-109945) ([md](https://advisorcensus.com/firm/renaissance-capital-llc-stamford-ct-109945.md)) | 109945 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Subscription, Fixed fee |
| [Riskbridge Advisors, LLC](https://advisorcensus.com/firm/riskbridge-advisors-llc-norwalk-ct-310396) ([md](https://advisorcensus.com/firm/riskbridge-advisors-llc-norwalk-ct-310396.md)) | 310396 | Norwalk, CT | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Riskin Wealth Management, LLC](https://advisorcensus.com/firm/riskin-wealth-management-llc-newtown-ct-306161) ([md](https://advisorcensus.com/firm/riskin-wealth-management-llc-newtown-ct-306161.md)) | 306161 | Newtown, CT | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [RJA Asset Management LLC](https://advisorcensus.com/firm/rja-asset-management-llc-stamford-ct-153428) ([md](https://advisorcensus.com/firm/rja-asset-management-llc-stamford-ct-153428.md)) | 153428 | Stamford, CT | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee, Other |
| [Rock Elm Capital Management LLC](https://advisorcensus.com/firm/rock-elm-capital-management-llc-darien-ct-287783) ([md](https://advisorcensus.com/firm/rock-elm-capital-management-llc-darien-ct-287783.md)) | 287783 | Darien, CT | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Rondeivu Advisory](https://advisorcensus.com/firm/rondeivu-advisory-southport-ct-325505) ([md](https://advisorcensus.com/firm/rondeivu-advisory-southport-ct-325505.md)) | 325505 | Southport, CT | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Round Rock Advisors LLC](https://advisorcensus.com/firm/round-rock-advisors-llc-wilton-ct-286007) ([md](https://advisorcensus.com/firm/round-rock-advisors-llc-wilton-ct-286007.md)) | 286007 | Wilton, CT | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [RZH Advisors LLC](https://advisorcensus.com/firm/rzh-advisors-llc-stamford-ct-125696) ([md](https://advisorcensus.com/firm/rzh-advisors-llc-stamford-ct-125696.md)) | 125696 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Scholtz & Company, LLC](https://advisorcensus.com/firm/scholtz-and-company-llc-stamford-ct-107363) ([md](https://advisorcensus.com/firm/scholtz-and-company-llc-stamford-ct-107363.md)) | 107363 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Seneca Wealth Advisors, LLC](https://advisorcensus.com/firm/seneca-wealth-advisors-llc-westport-ct-330699) ([md](https://advisorcensus.com/firm/seneca-wealth-advisors-llc-westport-ct-330699.md)) | 330699 | Westport, CT | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Southport Station Financial Management, LLC](https://advisorcensus.com/firm/southport-station-financial-management-llc-southport-ct-146270) ([md](https://advisorcensus.com/firm/southport-station-financial-management-llc-southport-ct-146270.md)) | 146270 | Southport, CT | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Sovereign Financial Group, Inc.](https://advisorcensus.com/firm/sovereign-financial-group-inc-stamford-ct-294314) ([md](https://advisorcensus.com/firm/sovereign-financial-group-inc-stamford-ct-294314.md)) | 294314 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Stelvio Private Wealth](https://advisorcensus.com/firm/stelvio-private-wealth-greenwich-ct-343939) ([md](https://advisorcensus.com/firm/stelvio-private-wealth-greenwich-ct-343939.md)) | 343939 | Greenwich, CT | SEC-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Steward Partners Investment Advisory, LLC](https://advisorcensus.com/firm/steward-partners-investment-advisory-llc-stamford-ct-283004) ([md](https://advisorcensus.com/firm/steward-partners-investment-advisory-llc-stamford-ct-283004.md)) | 283004 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Strong Wealth Advisors, LLC](https://advisorcensus.com/firm/strong-wealth-advisors-llc-stamford-ct-332447) ([md](https://advisorcensus.com/firm/strong-wealth-advisors-llc-stamford-ct-332447.md)) | 332447 | Stamford, CT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Summer Family Advisors LLC](https://advisorcensus.com/firm/summer-family-advisors-llc-stamford-ct-338026) ([md](https://advisorcensus.com/firm/summer-family-advisors-llc-stamford-ct-338026.md)) | 338026 | Stamford, CT | State-registered investment adviser | Not reported | Not reported | Hourly, Fixed fee |
| [Tailored Wealth, LLC](https://advisorcensus.com/firm/tailored-wealth-llc-fairfield-ct-342361) ([md](https://advisorcensus.com/firm/tailored-wealth-llc-fairfield-ct-342361.md)) | 342361 | Fairfield, CT | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Talson Capital Management L.P.](https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787) ([md](https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787.md)) | 150787 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee, Performance fee |
| [Tanaka Capital Management Inc](https://advisorcensus.com/firm/tanaka-capital-management-inc-greenwich-ct-109888) ([md](https://advisorcensus.com/firm/tanaka-capital-management-inc-greenwich-ct-109888.md)) | 109888 | Greenwich, CT | SEC-registered investment adviser | $25 million to $100 million | 39 | % of assets, Fixed fee |
| [The Dowling Group Wealth Management](https://advisorcensus.com/firm/the-dowling-group-wealth-management-greenwich-ct-155624) ([md](https://advisorcensus.com/firm/the-dowling-group-wealth-management-greenwich-ct-155624.md)) | 155624 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Bridgeport, CT?**
AdvisorCensus lists 635 investment advisory firms with a principal office in the Bridgeport metro area, from Form ADV filings as of October 2026: 391 SEC-registered, 80 state-registered, and 164 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Bridgeport, CT?**
74 of the 635 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Bridgeport, CT offer financial planning?**
83 of the 471 firms in Bridgeport, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Bridgeport, CT fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 74 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Flat-fee financial advisors in Bridgeport, CT: 108 firms from Form ADV filings as of October 2026.