# Flat-fee financial advisors in Connecticut

> AdvisorCensus lists 269 investment advisory firms with a principal office in Connecticut 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/flat-fee/page/3

## At a glance

- Investment advisory firms: 269
- Registration: SEC-registered investment adviser: 148, State-registered investment adviser: 121
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 94 (35%); Percentage of assets 235 (87%); Hourly charges 140 (52%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 269 (100%); Commissions 7 (3%); Performance-based fees 48 (18%); Other 37 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 68 (25%); $25 million to $100 million 31 (12%); $100 million to $500 million 60 (22%); $500 million to $1 billion 26 (10%); $1 billion to $5 billion 38 (14%); Over $5 billion 20 (7%); Not reported 26 (10%)
- Years registered: Under 5 years 81 (30%); 5 to 9 years 54 (20%); 10 to 19 years 61 (23%); 20 years or more 71 (26%); Not reported 2 (1%)

## Firms (page 3 of 6, 101 to 150 of 269, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Grey Ledge Advisors, LLC](https://advisorcensus.com/firm/grey-ledge-advisors-llc-guilford-ct-124867) ([md](https://advisorcensus.com/firm/grey-ledge-advisors-llc-guilford-ct-124867.md)) | 124867 | Guilford, CT | SEC-registered investment adviser | $500 million to $1 billion | 23 | % 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 |
| [Hammond Iles Wealth Advisors](https://advisorcensus.com/firm/hammond-iles-wealth-advisors-wethersfield-ct-136372) ([md](https://advisorcensus.com/firm/hammond-iles-wealth-advisors-wethersfield-ct-136372.md)) | 136372 | Wethersfield, CT | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Harboradvisors, LLC](https://advisorcensus.com/firm/harboradvisors-llc-309594) ([md](https://advisorcensus.com/firm/harboradvisors-llc-309594.md)) | 309594 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | % of assets, Fixed fee, Performance fee, Other |
| [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 |
| [Hartford Investment Management Company](https://advisorcensus.com/firm/hartford-investment-management-company-hartford-ct-106699) ([md](https://advisorcensus.com/firm/hartford-investment-management-company-hartford-ct-106699.md)) | 106699 | Hartford, CT | SEC-registered investment adviser | Over $5 billion | 29 | % of assets, Fixed fee, Other |
| [Harvested Financial, LLC](https://advisorcensus.com/firm/harvested-financial-llc-309199) ([md](https://advisorcensus.com/firm/harvested-financial-llc-309199.md)) | 309199 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Haviland & Sams, LLC](https://advisorcensus.com/firm/haviland-and-sams-llc-farmington-ct-127175) ([md](https://advisorcensus.com/firm/haviland-and-sams-llc-farmington-ct-127175.md)) | 127175 | Farmington, CT | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [HFM Wealth Management](https://advisorcensus.com/firm/hfm-wealth-management-west-hartford-ct-105039) ([md](https://advisorcensus.com/firm/hfm-wealth-management-west-hartford-ct-105039.md)) | 105039 | West Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 37 | % of assets, Hourly, Fixed fee |
| [Highlight Advisors LLC](https://advisorcensus.com/firm/highlight-advisors-llc-338539) ([md](https://advisorcensus.com/firm/highlight-advisors-llc-338539.md)) | 338539 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [HT Partners LLC](https://advisorcensus.com/firm/ht-partners-llc-centerbrook-ct-147400) ([md](https://advisorcensus.com/firm/ht-partners-llc-centerbrook-ct-147400.md)) | 147400 | Centerbrook, CT | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed 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 |
| [In the Money Retirement Planning Limited Liability Company](https://advisorcensus.com/firm/in-the-money-retirement-planning-limited-liability-company-waterford-ct-332715) ([md](https://advisorcensus.com/firm/in-the-money-retirement-planning-limited-liability-company-waterford-ct-332715.md)) | 332715 | Waterford, CT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Infinity Financial Strategies, LLC](https://advisorcensus.com/firm/infinity-financial-strategies-llc-granby-ct-291644) ([md](https://advisorcensus.com/firm/infinity-financial-strategies-llc-granby-ct-291644.md)) | 291644 | Granby, CT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Innovative Asset Advisors Group](https://advisorcensus.com/firm/innovative-asset-advisors-group-shelton-ct-336773) ([md](https://advisorcensus.com/firm/innovative-asset-advisors-group-shelton-ct-336773.md)) | 336773 | Shelton, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Investmark Advisory Group LLC](https://advisorcensus.com/firm/investmark-advisory-group-llc-shelton-ct-121060) ([md](https://advisorcensus.com/firm/investmark-advisory-group-llc-shelton-ct-121060.md)) | 121060 | Shelton, CT | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Ivy & Co.](https://advisorcensus.com/firm/ivy-and-co-south-glastonbury-ct-333600) ([md](https://advisorcensus.com/firm/ivy-and-co-south-glastonbury-ct-333600.md)) | 333600 | South Glastonbury, CT | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions |
| [Jabez Financial, LLC](https://advisorcensus.com/firm/jabez-financial-llc-uncasville-ct-292819) ([md](https://advisorcensus.com/firm/jabez-financial-llc-uncasville-ct-292819.md)) | 292819 | Uncasville, CT | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [Jeffrey N. Mehler, CFP LLC](https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681) ([md](https://advisorcensus.com/firm/jeffrey-n-mehler-cfp-llc-essex-ct-126681.md)) | 126681 | Essex, CT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, 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 |
| [John A. Bysko Associates](https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612) ([md](https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612.md)) | 110612 | Old Lyme, CT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Johnson Brunetti](https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168) ([md](https://advisorcensus.com/firm/johnson-brunetti-wethersfield-ct-171168.md)) | 171168 | Wethersfield, CT | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee, Other |
| [JQR Capital Management, LLC](https://advisorcensus.com/firm/jqr-capital-management-llc-173950) ([md](https://advisorcensus.com/firm/jqr-capital-management-llc-173950.md)) | 173950 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Kane Financial Planning](https://advisorcensus.com/firm/kane-financial-planning-283245) ([md](https://advisorcensus.com/firm/kane-financial-planning-283245.md)) | 283245 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Kennedy Wealth & Tax Management, LLC](https://advisorcensus.com/firm/kennedy-wealth-and-tax-management-llc-southbury-ct-172394) ([md](https://advisorcensus.com/firm/kennedy-wealth-and-tax-management-llc-southbury-ct-172394.md)) | 172394 | Southbury, CT | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [Kreitler Financial LLC](https://advisorcensus.com/firm/kreitler-financial-llc-new-haven-ct-309056) ([md](https://advisorcensus.com/firm/kreitler-financial-llc-new-haven-ct-309056.md)) | 309056 | New Haven, CT | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Lansdowne Wealth Management, LLC](https://advisorcensus.com/firm/lansdowne-wealth-management-llc-mystic-ct-155422) ([md](https://advisorcensus.com/firm/lansdowne-wealth-management-llc-mystic-ct-155422.md)) | 155422 | Mystic, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed 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 |
| [Lifeline Financial, LLC](https://advisorcensus.com/firm/lifeline-financial-llc-wethersfield-ct-129327) ([md](https://advisorcensus.com/firm/lifeline-financial-llc-wethersfield-ct-129327.md)) | 129327 | Wethersfield, CT | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Lifeplan Wealth Management Group LLC](https://advisorcensus.com/firm/lifeplan-wealth-management-group-llc-313899) ([md](https://advisorcensus.com/firm/lifeplan-wealth-management-group-llc-313899.md)) | 313899 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee, Other |
| [Little Point Capital, LLC](https://advisorcensus.com/firm/little-point-capital-llc-154066) ([md](https://advisorcensus.com/firm/little-point-capital-llc-154066.md)) | 154066 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed 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 |
| [McCary Anheuser Wealth Management, LLC](https://advisorcensus.com/firm/mccary-anheuser-wealth-management-llc-west-hartford-ct-306810) ([md](https://advisorcensus.com/firm/mccary-anheuser-wealth-management-llc-west-hartford-ct-306810.md)) | 306810 | West Hartford, CT | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Medallion Wealth Advisors, LLC](https://advisorcensus.com/firm/medallion-wealth-advisors-llc-farmington-ct-156064) ([md](https://advisorcensus.com/firm/medallion-wealth-advisors-llc-farmington-ct-156064.md)) | 156064 | Farmington, CT | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Metric Financial, LLC](https://advisorcensus.com/firm/metric-financial-llc-simsbury-ct-297325) ([md](https://advisorcensus.com/firm/metric-financial-llc-simsbury-ct-297325.md)) | 297325 | Simsbury, CT | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [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 |
| [Milestone Asset Management Group, LLC](https://advisorcensus.com/firm/milestone-asset-management-group-llc-avon-ct-282896) ([md](https://advisorcensus.com/firm/milestone-asset-management-group-llc-avon-ct-282896.md)) | 282896 | Avon, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % 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 |
| [MJP Wealth Advisors](https://advisorcensus.com/firm/mjp-wealth-advisors-farmington-ct-127654) ([md](https://advisorcensus.com/firm/mjp-wealth-advisors-farmington-ct-127654.md)) | 127654 | Farmington, CT | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed 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 |
| [Monte Financial Group, LLC](https://advisorcensus.com/firm/monte-financial-group-llc-guilford-ct-150119) ([md](https://advisorcensus.com/firm/monte-financial-group-llc-guilford-ct-150119.md)) | 150119 | Guilford, CT | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee |
| [Morgan House Capital, LLC](https://advisorcensus.com/firm/morgan-house-capital-llc-east-hartford-ct-330351) ([md](https://advisorcensus.com/firm/morgan-house-capital-llc-east-hartford-ct-330351.md)) | 330351 | East Hartford, CT | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Connecticut?**
AdvisorCensus lists 963 investment advisory firms with a principal office in Connecticut, from Form ADV filings as of October 2026: 515 SEC-registered, 263 state-registered, and 185 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 Connecticut?**
199 of the 963 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 Connecticut offer financial planning?**
266 of the 778 firms in Connecticut 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 Connecticut 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 199 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.

## Related pages

- [Financial advisors in Connecticut](https://advisorcensus.com/advisors/ct) (https://advisorcensus.com/advisors/ct.md)
- [Fee-only financial advisors in Connecticut](https://advisorcensus.com/advisors/ct/fee-only) (https://advisorcensus.com/advisors/ct/fee-only.md)
- [Hourly financial advisors in Connecticut](https://advisorcensus.com/advisors/ct/hourly) (https://advisorcensus.com/advisors/ct/hourly.md)
- [Flat-fee financial advisors in Bridgeport, CT](https://advisorcensus.com/advisors/ct/bridgeport/flat-fee) (https://advisorcensus.com/advisors/ct/bridgeport/flat-fee.md)
- [Flat-fee financial advisors in Hartford, CT](https://advisorcensus.com/advisors/ct/hartford/flat-fee) (https://advisorcensus.com/advisors/ct/hartford/flat-fee.md)
- [Flat-fee financial advisors in Waterbury, CT](https://advisorcensus.com/advisors/ct/waterbury/flat-fee) (https://advisorcensus.com/advisors/ct/waterbury/flat-fee.md)
- [Flat-fee financial advisors in New Haven, CT](https://advisorcensus.com/advisors/ct/new-haven/flat-fee) (https://advisorcensus.com/advisors/ct/new-haven/flat-fee.md)
- [Flat-fee financial advisors in Norwich, CT](https://advisorcensus.com/advisors/ct/norwich/flat-fee) (https://advisorcensus.com/advisors/ct/norwich/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Connecticut: 269 firms from Form ADV filings as of October 2026.