# Fee-only financial advisors in Hartford, CT

> AdvisorCensus lists 48 investment advisory firms with a principal office in the Hartford metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, 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/hartford/fee-only

## At a glance

- Investment advisory firms: 48
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 25
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 48 (100%); Percentage of assets 43 (90%); Hourly charges 29 (60%); Fixed fees 30 (63%)
- Regulatory assets under management (Item 5.F): Under $25 million 9 (19%); $25 million to $100 million 11 (23%); $100 million to $500 million 13 (27%); $500 million to $1 billion 4 (8%); $1 billion to $5 billion 4 (8%); Over $5 billion 2 (4%); Not reported 5 (10%)
- Years registered: Under 5 years 12 (25%); 5 to 9 years 5 (10%); 10 to 19 years 7 (15%); 20 years or more 24 (50%)

## Firms (page 1 of 1, 1 to 48 of 48, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Adviceone Advisory Services, LLC](https://advisorcensus.com/firm/adviceone-advisory-services-llc-glastonbury-ct-111614) ([md](https://advisorcensus.com/firm/adviceone-advisory-services-llc-glastonbury-ct-111614.md)) | 111614 | Glastonbury, CT | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee |
| [Alpha Capital Research, LLC](https://advisorcensus.com/firm/alpha-capital-research-llc-glastonbury-ct-113330) ([md](https://advisorcensus.com/firm/alpha-capital-research-llc-glastonbury-ct-113330.md)) | 113330 | Glastonbury, CT | State-registered investment adviser | $25 million to $100 million | 6 | Fixed fee |
| [Artura Wealth, LLC](https://advisorcensus.com/firm/artura-wealth-llc-glastonbury-ct-334786) ([md](https://advisorcensus.com/firm/artura-wealth-llc-glastonbury-ct-334786.md)) | 334786 | Glastonbury, CT | State-registered investment adviser | Not reported | 1 | % of assets |
| [Bradley Foster & Sargent Inc](https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928) ([md](https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928.md)) | 106928 | Hartford, CT | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Fixed fee |
| [Brae Head, Inc.](https://advisorcensus.com/firm/brae-head-inc-essex-ct-129265) ([md](https://advisorcensus.com/firm/brae-head-inc-essex-ct-129265.md)) | 129265 | Essex, CT | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Brenneman Investment Adviser, LLC](https://advisorcensus.com/firm/brenneman-investment-adviser-llc-centerbrook-ct-132319) ([md](https://advisorcensus.com/firm/brenneman-investment-adviser-llc-centerbrook-ct-132319.md)) | 132319 | Centerbrook, CT | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Briggs Wealth Management, Inc.](https://advisorcensus.com/firm/briggs-wealth-management-inc-glastonbury-ct-125518) ([md](https://advisorcensus.com/firm/briggs-wealth-management-inc-glastonbury-ct-125518.md)) | 125518 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Capital Planning Consultants, LLC](https://advisorcensus.com/firm/capital-planning-consultants-llc-cromwell-ct-126260) ([md](https://advisorcensus.com/firm/capital-planning-consultants-llc-cromwell-ct-126260.md)) | 126260 | Cromwell, CT | State-registered investment adviser | $25 million to $100 million | 43 | % of assets, Hourly, Fixed fee |
| [CEG Wealth Partners, LLC](https://advisorcensus.com/firm/ceg-wealth-partners-llc-bolton-ct-337782) ([md](https://advisorcensus.com/firm/ceg-wealth-partners-llc-bolton-ct-337782.md)) | 337782 | Bolton, CT | State-registered investment adviser | Not reported | 0 | % of assets, Hourly |
| [Chieco Capital Management, LLC](https://advisorcensus.com/firm/chieco-capital-management-llc-glastonbury-ct-149539) ([md](https://advisorcensus.com/firm/chieco-capital-management-llc-glastonbury-ct-149539.md)) | 149539 | Glastonbury, CT | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [CM Financial Advisors, LLC](https://advisorcensus.com/firm/cm-financial-advisors-llc-rocky-hill-ct-109991) ([md](https://advisorcensus.com/firm/cm-financial-advisors-llc-rocky-hill-ct-109991.md)) | 109991 | Rocky Hill, CT | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Conifer Investments Ltd](https://advisorcensus.com/firm/conifer-investments-ltd-west-hartford-ct-106159) ([md](https://advisorcensus.com/firm/conifer-investments-ltd-west-hartford-ct-106159.md)) | 106159 | West Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 32 | % of assets, Fixed fee |
| [Crionna Wealth LLC](https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136) ([md](https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136.md)) | 330136 | Avon, CT | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Dennis Glynn, CPA](https://advisorcensus.com/firm/dennis-glynn-cpa-rocky-hill-ct-129744) ([md](https://advisorcensus.com/firm/dennis-glynn-cpa-rocky-hill-ct-129744.md)) | 129744 | Rocky Hill, CT | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly |
| [Denovo Financial](https://advisorcensus.com/firm/denovo-financial-windsor-ct-343737) ([md](https://advisorcensus.com/firm/denovo-financial-windsor-ct-343737.md)) | 343737 | Windsor, CT | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Ernest J. Brousseau, CPA, CFP®](https://advisorcensus.com/firm/ernest-j-brousseau-cpa-cfp-manchester-ct-128112) ([md](https://advisorcensus.com/firm/ernest-j-brousseau-cpa-cfp-manchester-ct-128112.md)) | 128112 | Manchester, CT | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [Fairview Constitution Management IV LLC](https://advisorcensus.com/firm/fairview-constitution-management-iv-llc-west-hartford-ct-159304) ([md](https://advisorcensus.com/firm/fairview-constitution-management-iv-llc-west-hartford-ct-159304.md)) | 159304 | West Hartford, CT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Fierston Financial Group Inc](https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003) ([md](https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003.md)) | 105003 | West Hartford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Founders Capital Management, LLC](https://advisorcensus.com/firm/founders-capital-management-llc-hartford-ct-118853) ([md](https://advisorcensus.com/firm/founders-capital-management-llc-hartford-ct-118853.md)) | 118853 | Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets |
| [Glastonbury CPA's Financial Advisors, LLC](https://advisorcensus.com/firm/glastonbury-cpa-s-financial-advisors-llc-glastonbury-ct-127288) ([md](https://advisorcensus.com/firm/glastonbury-cpa-s-financial-advisors-llc-glastonbury-ct-127288.md)) | 127288 | Glastonbury, CT | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [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 |
| [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 |
| [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 |
| [Keynote Financial Services, LLC](https://advisorcensus.com/firm/keynote-financial-services-llc-vernon-ct-130384) ([md](https://advisorcensus.com/firm/keynote-financial-services-llc-vernon-ct-130384.md)) | 130384 | Vernon, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Lifestyle Financial Strategies, LLC](https://advisorcensus.com/firm/lifestyle-financial-strategies-llc-middletown-ct-145846) ([md](https://advisorcensus.com/firm/lifestyle-financial-strategies-llc-middletown-ct-145846.md)) | 145846 | Middletown, CT | State-registered investment adviser | Under $25 million | 18 | % of assets |
| [Mark Sheptoff Financial Planning LLC](https://advisorcensus.com/firm/mark-sheptoff-financial-planning-llc-glastonbury-ct-108742) ([md](https://advisorcensus.com/firm/mark-sheptoff-financial-planning-llc-glastonbury-ct-108742.md)) | 108742 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [Massucci & Associates](https://advisorcensus.com/firm/massucci-and-associates-plantsville-ct-124707) ([md](https://advisorcensus.com/firm/massucci-and-associates-plantsville-ct-124707.md)) | 124707 | Plantsville, CT | State-registered investment adviser | Not reported | 26 | Hourly |
| [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 |
| [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 |
| [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 |
| [Mullaney Keating & Wright Inc](https://advisorcensus.com/firm/mullaney-keating-and-wright-inc-middletown-ct-110743) ([md](https://advisorcensus.com/firm/mullaney-keating-and-wright-inc-middletown-ct-110743.md)) | 110743 | Middletown, CT | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee |
| [Narrow Path Guidance, LLC](https://advisorcensus.com/firm/narrow-path-guidance-llc-east-hampton-ct-338470) ([md](https://advisorcensus.com/firm/narrow-path-guidance-llc-east-hampton-ct-338470.md)) | 338470 | East Hampton, CT | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Navigator Financial LLC](https://advisorcensus.com/firm/navigator-financial-llc-farmington-ct-335223) ([md](https://advisorcensus.com/firm/navigator-financial-llc-farmington-ct-335223.md)) | 335223 | Farmington, CT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [New England Asset Management, Inc.](https://advisorcensus.com/firm/new-england-asset-management-inc-farmington-ct-105900) ([md](https://advisorcensus.com/firm/new-england-asset-management-inc-farmington-ct-105900.md)) | 105900 | Farmington, CT | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee |
| [Nutmeg Capital Advisors, LLC](https://advisorcensus.com/firm/nutmeg-capital-advisors-llc-hartford-ct-133162) ([md](https://advisorcensus.com/firm/nutmeg-capital-advisors-llc-hartford-ct-133162.md)) | 133162 | Hartford, CT | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Parker Wealth Management, LLC](https://advisorcensus.com/firm/parker-wealth-management-llc-windsor-ct-157064) ([md](https://advisorcensus.com/firm/parker-wealth-management-llc-windsor-ct-157064.md)) | 157064 | Windsor, CT | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [QVM Group LLC](https://advisorcensus.com/firm/qvm-group-llc-glastonbury-ct-142534) ([md](https://advisorcensus.com/firm/qvm-group-llc-glastonbury-ct-142534.md)) | 142534 | Glastonbury, CT | State-registered investment adviser | $25 million to $100 million | 19 | Fixed fee |
| [RMC Investment Advisors](https://advisorcensus.com/firm/rmc-investment-advisors-west-hartford-ct-104674) ([md](https://advisorcensus.com/firm/rmc-investment-advisors-west-hartford-ct-104674.md)) | 104674 | West Hartford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets |
| [Sagebroadview Wealth Management, LLC](https://advisorcensus.com/firm/sagebroadview-wealth-management-llc-farmington-ct-126472) ([md](https://advisorcensus.com/firm/sagebroadview-wealth-management-llc-farmington-ct-126472.md)) | 126472 | Farmington, CT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Sky Investment Group LLC](https://advisorcensus.com/firm/sky-investment-group-llc-hartford-ct-134001) ([md](https://advisorcensus.com/firm/sky-investment-group-llc-hartford-ct-134001.md)) | 134001 | Hartford, CT | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets |
| [Somnio Financial Group, LLC](https://advisorcensus.com/firm/somnio-financial-group-llc-glastonbury-ct-174217) ([md](https://advisorcensus.com/firm/somnio-financial-group-llc-glastonbury-ct-174217.md)) | 174217 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Spivak Asset Management, LLC](https://advisorcensus.com/firm/spivak-asset-management-llc-avon-ct-125714) ([md](https://advisorcensus.com/firm/spivak-asset-management-llc-avon-ct-125714.md)) | 125714 | Avon, CT | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Telos Partners LLC](https://advisorcensus.com/firm/telos-partners-llc-avon-ct-340922) ([md](https://advisorcensus.com/firm/telos-partners-llc-avon-ct-340922.md)) | 340922 | Avon, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Tittmann & Rusch, LLC](https://advisorcensus.com/firm/tittmann-and-rusch-llc-avon-ct-115054) ([md](https://advisorcensus.com/firm/tittmann-and-rusch-llc-avon-ct-115054.md)) | 115054 | Avon, CT | State-registered investment adviser | Not reported | 34 | Hourly, Fixed fee |
| [Top Private Wealth](https://advisorcensus.com/firm/top-private-wealth-glastonbury-ct-331000) ([md](https://advisorcensus.com/firm/top-private-wealth-glastonbury-ct-331000.md)) | 331000 | Glastonbury, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Wealthshape LLC](https://advisorcensus.com/firm/wealthshape-llc-windsor-ct-226733) ([md](https://advisorcensus.com/firm/wealthshape-llc-windsor-ct-226733.md)) | 226733 | Windsor, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [WJ Financial Advisors, LLC](https://advisorcensus.com/firm/wj-financial-advisors-llc-killingworth-ct-142761) ([md](https://advisorcensus.com/firm/wj-financial-advisors-llc-killingworth-ct-142761.md)) | 142761 | Killingworth, CT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [YHB Investment Advisors Inc](https://advisorcensus.com/firm/yhb-investment-advisors-inc-west-hartford-ct-105434) ([md](https://advisorcensus.com/firm/yhb-investment-advisors-inc-west-hartford-ct-105434.md)) | 105434 | West Hartford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 36 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Hartford, CT?**
AdvisorCensus lists 138 investment advisory firms with a principal office in the Hartford metro area, from Form ADV filings as of October 2026: 73 SEC-registered, 56 state-registered, and 9 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 Hartford, CT?**
48 of the 138 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 Hartford, CT offer financial planning?**
82 of the 129 firms in Hartford, 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 Hartford, 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 48 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)
- [Financial advisors in Hartford, CT](https://advisorcensus.com/advisors/ct/hartford) (https://advisorcensus.com/advisors/ct/hartford.md)
- [Fee-only financial advisors in Connecticut](https://advisorcensus.com/advisors/ct/fee-only) (https://advisorcensus.com/advisors/ct/fee-only.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)
- [Hourly financial advisors in Hartford, CT](https://advisorcensus.com/advisors/ct/hartford/hourly) (https://advisorcensus.com/advisors/ct/hartford/hourly.md)
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- [Financial advisors in Farmington, CT](https://advisorcensus.com/advisors/ct/hartford/farmington) (https://advisorcensus.com/advisors/ct/hartford/farmington.md)
- [Financial advisors in West Hartford, CT](https://advisorcensus.com/advisors/ct/hartford/west-hartford) (https://advisorcensus.com/advisors/ct/hartford/west-hartford.md)
- [Financial advisors in Avon, CT](https://advisorcensus.com/advisors/ct/hartford/avon) (https://advisorcensus.com/advisors/ct/hartford/avon.md)
- [Financial advisors in Bridgeport](https://advisorcensus.com/advisors/ct/bridgeport) (https://advisorcensus.com/advisors/ct/bridgeport.md)
- [Financial advisors in New Haven](https://advisorcensus.com/advisors/ct/new-haven) (https://advisorcensus.com/advisors/ct/new-haven.md)
- [Financial advisors in Waterbury](https://advisorcensus.com/advisors/ct/waterbury) (https://advisorcensus.com/advisors/ct/waterbury.md)
- [Financial advisors in Norwich](https://advisorcensus.com/advisors/ct/norwich) (https://advisorcensus.com/advisors/ct/norwich.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Hartford, CT: 48 firms from Form ADV filings as of October 2026.