Find a financial advisor in Hartford, CT

Find financial advisors in Hartford, CT

Find financial advisors in Hartford, CT

Confirm your location to see the best financial advisors near you.
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Find financial advisors in Hartford, CT

Confirm your location to see the best financial advisors near you.
Zip code

Top 10 financial advisors in Hartford, CT

Clients agree: these Hartford financial advisors are highly rated for knowledge, experience, communication, and more.
Most & Company LLP

Most & Company LLP

45+ years in business
Serves Hartford, CT & Online
Most & Company LLP, Certified Public Accountants, provides all Tax, Planning, Accounting and Financial Consulting sevices to individuals, all business entites, trusts, estates and others in New York and throughout the United States. Please visit my website, www.most-co.com, for more information. Services are billed by the hour, with exceptions. Tax Returns and other documents are exchanged on the internet by a fully secured portal, with exceprions. Please call for an initial, no obligation, consultation.
RLS GLOBAL CONSULTING INC

RLS GLOBAL CONSULTING INC

49+ years in business
Serves Hartford, CT & Online
Professional tax and financial services provided in a timely and professional manner. Go to CT BBB. for RLS GLOBAL CONSULTING INC reviews. Member of Maryland AICPA
Meimarides Alliance Agency

Meimarides Alliance Agency

3 hires on Thervo
20+ years in business
Serves Hartford, CT & Online
Personalized service targeted to the client's specific goals. The joy and satisfaction of seeing clients fulfill their goals and dreams is what drives my passion for this profession.
Most & Company LLP

Most & Company LLP

3 hires on Thervo
45+ years in business
Serves Hartford, CT & Online
Website: Most-co.com
Tax Preparation Svs Inc

Tax Preparation Svs Inc

19+ years in business
Serves Hartford, CT & Online
W r in this profession since long like 20 year plus. We provide all kind of business & personal services like income tax, sales tax, book keeping, professional advice etc..We are always ready for help, no matter weekend or not.
Durrani Tax Consulting

Durrani Tax Consulting

35+ years in business
Serves Hartford, CT & Online
I being handling many international clients like you . I am an advisor and I can perform better work for you .
Wilkinson, Wolfe & Associates

Wilkinson, Wolfe & Associates

7+ years in business
Serves Hartford, CT & Online
We take a holistic approach to accounting and consulting, which goes against industry norms and allows us to develop a trusted advisor relationship with our clients. What this means is, we urge our clients to work withus throughout the year, isntead of the traditional year end engagement model. This allows us to sieze opportunites that might typically be missed, and truly help our clients flourish.
Milestone Asset Management Group

Milestone Asset Management Group

9+ years in business
Serves Hartford, CT & Online
Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families.
Seec Financial LLC

Seec Financial LLC

35+ years in business
Serves Hartford, CT
We primarily work with College bound families on reducing their costs and planning for retirement. I have been doing this since 1976 in some shape or form, and have been named "Best in class" by CBS news producers who have attended our workshops
RLS Taxes & Business Service

RLS Taxes & Business Service

48+ years in business
Serves Hartford, CT
Address : 80 Jerry Daniels Rd, Marlborough, CT 06447, USA

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Hartford financial advisors

Recent success stories from people in the Hartford area.
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