Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Westport, Connecticut

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Westport is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Westport & pick the one as per your needs

How To Find The Best Financial Advisors in Westport, Connecticut
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Westport, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 18 vetted financial advisors and 41 non-vetted financial advisors in Westport, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Westport, Connecticut have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Westport, Connecticut

Gerard Gruber

Harbor West Wealth Management & Planning

203-454-3377

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Clarity Wealth Advisors

617-851-4075

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Procyon Partners, LLC

475-600-2501

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Paul Schatz

Heritage Capital, LLC

203-389-3553

Address

1 Bradley Road,
Suite 202,
Woodbridge, CT 06525 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Anthony M. Errico

Port Capital Management

212-597-2249

Address

684 Broadway,
Massapequa, NY 11758 See Details

William Romero

Mml

646-805-8842

Address

900 Stewart Ave #260,
Garden City, NY 11530 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

340 Madison Avenue,
New York, NY 10173 See Details

Dan Brady

Savvy Advisors

914-246-8731

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

Doug Frew

BroadFront Capital Management

732-819-5006

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Top Financial Advisor Firms in Westport, Connecticut (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road, Westport, CT, 06880	105129	$171,751,270,410	133	A percentage of AUM, Performance Based, Other (INVESTMENT ADVISORY SUPPORT SERVICES)
LIME ROCK 274 Riverside Avenue, 3rd Floor Westport, CT, 06880	157127	$12,667,511,156	26	A percentage of AUM, Performance Based
FERMAT CAPITAL MANAGEMENT, LLC 615 Riverside Avenue, Westport, CT, 06880-5910	134099	$10,954,239,406	13	A percentage of AUM, Performance Based
ENERGY INCOME PARTNERS 10 Wright Street, Westport, CT, 06880-3115	140799	$4,798,060,000	145	A percentage of AUM, Performance Based
NORTHEAST FINANCIAL 518-B Riverside Avenue, 2nd Floor Westport, CT, 06880-0630	110361	$4,149,434,633	1537	A percentage of AUM, Fixed fees
GEMSPRING CAPITAL MANAGEMENT, LLC 54 Wilton Road, Westport, CT, 06880	285081	$4,053,787,867	12	A percentage of AUM, Performance Based
COMPASS GROUP MANAGEMENT LLC 301 Riverside Avenue, 2nd Floor Westport, CT, 06880	168422	$3,816,981,000	1	A percentage of AUM, Fixed fees, Performance Based
COASTAL BRIDGE ADVISORS 54 Wilton Road, 1st Floor Westport, CT, 06880	152569	$2,814,677,305	4259	A percentage of AUM, Fixed fees
BALANCE POINT CAPITAL ADVISORS, LLC 285 Riverside Avenue, Suite 200 Westport, CT, 06880	264789	$2,030,700,480	7	A percentage of AUM, Performance Based, Other (DEBT CLOSING FEES)
STERLING INVESTMENT PARTNERS ADVISERS, LLC 285 Riverside Ave, Suite 300 Westport, CT, 06880-4806	156946	$1,706,162,409	4	A percentage of AUM, Performance Based, Other (MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES)
A.G.P / ALLIANCE GLOBAL PARTNERS 88 Post Road West, 2nd Floor Westport, CT, 06880	8361	$1,689,281,243	5849	A percentage of AUM, Hourly charges, Other (SUB-ADVISER OF POOLED INVESTMENT VEHICLE CHARGES A PERFORMANCE F)
NEOS INVESTMENTS 13 Riverside Avenue, Westport, CT, 06880	321256	$1,359,531,463	20	A percentage of AUM
DOCK STREET CAPITAL MANAGEMENT LLC 575-B Riverside Avenue, Westport, CT, 06880	157155	$1,330,710,296	68	A percentage of AUM, Fixed fees
CAS INVESTMENT PARTNERS, LLC 8 Wright Street, Floor 1 Westport, CT, 06880	170071	$951,083,043	4	A percentage of AUM, Performance Based
CASTLEKEEP INVESTMENT ADVISORS 257 Riverside Avenue, 2nd Floor Westport, CT, 06880-4822	111656	$762,424,454	440	A percentage of AUM, Hourly charges

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Find The Best Financial Advisors in Westport, Connecticut

How To Find The Best Financial Advisors in Westport, ConnecticutLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Westport, Connecticut

Harbor West Wealth Management & Planning

Address

Address

Address

Heritage Capital, LLC

Address

Address

Port Capital Management

Address

Mml

Address

Address

Address

Address

Address

Address

Savvy Advisors

Address

Bleakley Financial Group

Address

Address

BroadFront Capital Management

Address

Top Financial Advisor Firms in Westport, Connecticut (Ranked by AUM)

Select other cities around Westport, Connecticut to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Westport, Connecticut
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy