Financial advisors in Fairfield, CT

35 match · page 1 of 2

Abimelek Rodriguez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Brandon Brooks
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Charles Falzone
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Charles McManus
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Charles Rocco
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Christopher Levene
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Christopher Neubert
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Colleen May
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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David Danvers
Financial advisor at Charles Schwab & Co., Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
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David Karachuk
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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David Plouffe
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Eric Hahn
Financial advisor at Invst, LLC
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Gerard Gruber
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
CFP®VerifiedFinancial planning
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Glenn Ratcliffe
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Gretchen Brunner
Financial advisor at Compass
Compass · $47.7M AUM
CFP®VerifiedFinancial planning
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Jack Forehand
Financial advisor at Validea Capital Management LLC
Validea Capital Management LLC · $55.3M AUM
CFP®VerifiedFinancial planning
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Joanna Kopsaftis
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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John Rosenau
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Joseph Tatusko
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Kenneth Wapnitsky
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Li Huo
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Lucas Lycksell
Financial advisor at Tailored Wealth, LLC
Tailored Wealth, LLC
CFP®VerifiedFinancial planning
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Michael Kozik
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Michael Promis
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Michael Trombetta
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Michelle Defilippo
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Panfilo Guglielmi
Financial advisor at Advanced Capital Advisors, LLC
Advanced Capital Advisors, LLC · $173M AUM
CFP®VerifiedFinancial planning
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Rudolf Weiss
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
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Ryan Cassidy
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Salim Boutagy
Financial advisor at Moneco Advisors
Moneco Advisors · $2.28B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Fairfield, CT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Fairfield, CT.

How this list works

Before you hire an advisor in Fairfield, CT