Find a Financial Advisor in Fairfield County, CT

 

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We did the hard work of finding trustworthy partners in Fairfield County, CT.

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We Only Work With The Best Fairfield County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Fairfield County, CT


  • Financial Advisor Close to Fairfield County, CT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Fairfield County, CT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Fairfield County, CT

We evaluated over 13,000 RIA firms to bring you the best of the best Fairfield County financial advisors.
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How Retirement-Friendly is Fairfield County, CT?

  • Population: 943,926
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $435,100
  • Average Monthly Housing Cost: $1,925
  • Average Household Income: $155,154
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)



The Top Financial Advisor Firms in Fairfield County, CT

 

PERFORMANCE EQUITY MANAGEMENT, LLC

Website

(203) 742-2400

5 Greenwich Office Park
Third Floor
Greenwich, CT 6831

SEC#: 801-60051
Years in Business: 20 years

SOUND SHORE MANAGEMENT INC

Website

(203) 629-1980

8 Sound Shore Dr., Suite 180

Greenwich, CT 6830

SEC#: 801-13549
Years in Business: 43 years

FOX RUN MANAGEMENT LLC

Website

(203) 629-1729

115 E Putnam Avenue

Greenwich, CT 6830

SEC#: 801-106745
Years in Business: 6 years

GRAMERCY FUNDS MANAGEMENT LLC

Website

(203) 552-1900

20 Dayton Avenue

Greenwich, CT 6830

SEC#: 801-70808
Years in Business: 11 years

AMG FUNDS LLC

Website

(203) 299-3500

600 Steamboat Road
Suite 300
Greenwich, CT 6830

SEC#: 801-56365
Years in Business: 22 years

MOONRISE CAPITAL LP

Website

(203) 544-2302

268 Mason Street
Floor 2
Greenwich, CT 6830

SEC#: 801-117063
Years in Business: 2 years

STRATEGIC VALUE PARTNERS, LLC

Website

(203) 618-3500

100 West Putnam Avenue

Greenwich, CT 6830

SEC#: 801-72080
Years in Business: 10 years

AQR CAPITAL MANAGEMENT, LLC

Website

(203) 742-3600

Two Greenwich Plaza
3rd Floor
Greenwich, CT 6830

SEC#: 801-55543
Years in Business: 23 years

COOK PINE CAPITAL LLC

Website

(203) 861-2930

2 Sound View Drive
Second Floor
Greenwich, CT 6830

SEC#: 801-64533
Years in Business: 16 years

 


Fairfield County, CT Financial Advisor FAQs

There are a few different ways, but generally speaking, advisors charge an annual fee from the client to manage their money. Some of these fees come in a monthly installment, often a percentage of assets under management.
That depends. A financial advisor's fee will come in a variety of different formats, and it can really depend on the type and scope of your needs and goals. Some financial advisors take a commission from products that they sell, some might work differently when you have a certain amount to invest, while others might have higher fees for certain services based on their experience level.
Financial advisors can provide valuable information like budgeting, risk tolerance, and investments. Financial Advisors typically offer advice about investing in stocks or funds, but this is not always the end goal. A financial advisor generally advises their clients on investment strategies for retirement savings, life insurance, college savings, and disability insurance.
You should always ask to speak with a few references from the advisor's current clients. Ask how long they have been using the advisor and what their experience with him/her has been like.