Fiduciary advisors in Connecticut

Fairfield County's proximity to Wall Street makes Connecticut an outsized market for wealth management. The state has 495 SEC-registered fiduciary advisors, 474 of which are fee-only. Many Connecticut-based firms manage money for hedge fund principals, private equity partners, and corporate executives -- client segments that demand fiduciary-level conflict-of-interest protections. Connecticut's estate tax, with a $13.61 million exemption, adds another layer of planning complexity.