Pricing Guide · Norwalk
Financial Advisors Cost in Norwalk, CT — 2026 Price Guide
What should you pay for financial advisors in Norwalk? See real 2026 price ranges from local pros and get free quotes to compare.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Norwalk, CT by verified customer ratings and review volume. The highest-rated is John H. Wygal & Company, LLC with a 5.0-star rating from 16 verified reviews. Also in the top tier: Perfect Credit Consulting, LLC and Caiati Financial Services. The average rating across all listed financial advisors in Norwalk is 4.7 stars from 18 reviews per business on average.
Financial advisors in Norwalk typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.7★
Avg rating
18
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
John H. Wygal & Company, LLC
161 East Ave Suite 103, Norwalk, CT 06851, USA
Perfect Credit Consulting, LLC
1 Chestnut St Suite 13, Norwalk, CT 06854, USA
Caiati Financial Services
8 Wright St Suite 107, Westport, CT 06880, USA
Financial Advisors Rankings in Norwalk, CT
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | John H. Wygal & Company, LLC161 East Ave Suite 103, Norwalk, CT 06851, USA | 5.0★ | 16 |
| #2 | Perfect Credit Consulting, LLC1 Chestnut St Suite 13, Norwalk, CT 06854, USA | 5.0★ | 119 |
| #3 | Caiati Financial Services8 Wright St Suite 107, Westport, CT 06880, USA | 5.0★ | 64 |
| #4 | Davenport & Associates800 Connecticut Ave, Norwalk, CT 06854, USA | 4.9★ | 9 |
| #5 | Gold Family Wealth257 Riverside Ave 1st floor, Westport, CT 06880, USA | 5.0★ | 1 |
| #6 | Charter Oak Financial501 Merritt 7 5th floor, Norwalk, CT 06851, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Lori Liell120 East Ave, Norwalk, CT 06851, USA | 5.0★ | 1 |
| #8 | Financial Accounting Fndatn801 Main Ave, Norwalk, CT 06851, USA | 5.0★ | 1 |
| #9 | Prime Financial Services187 Danbury Rd, Wilton, CT 06897, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Jason Siemens, CFP®|AAMS®1327 Sunset Dr Suite 500, Norwalk, IA 50211, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Norwalk
Davenport & Associates
800 Connecticut Ave, Norwalk, CT 06854, USA
Gold Family Wealth
257 Riverside Ave 1st floor, Westport, CT 06880, USA
Charter Oak Financial
501 Merritt 7 5th floor, Norwalk, CT 06851, USA
Edward Jones - Financial Advisor: Lori Liell
120 East Ave, Norwalk, CT 06851, USA
Financial Accounting Fndatn
801 Main Ave, Norwalk, CT 06851, USA
Prime Financial Services
187 Danbury Rd, Wilton, CT 06897, USA
Edward Jones - Financial Advisor: Jason Siemens, CFP®|AAMS®
1327 Sunset Dr Suite 500, Norwalk, IA 50211, USA
Guidelight Financial
50 Washington St 4th Floor, Norwalk, CT 06854, USA
Rocaton Investment Advisors
20 Glover Ave, Norwalk, CT 06850, USA
Sound Trust Wealth Advisors, LLC
597 Westport Ave, Norwalk, CT 06851, USA
Sound Financial Strategies
50 Washington St Suite 600 W, Norwalk, CT 06854, USA
Magdalena Gala-Hunter - TD Wealth Financial Advisor
437 Westport Ave, Norwalk, CT 06851, USA
Saugatuck Financial - Northwestern Mutual
274 Riverside Ave 4th floor, Westport, CT 06880, USA
Richard Smalley - RBC Wealth Management Financial Advisor
285 Riverside Ave Suite 335, Westport, CT 06880, USA
August Wealth Advisors
51 Riverside Ave First Floor, Westport, CT 06880, USA
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Frequently Asked Questions — Financial Advisors in Norwalk
What is a fiduciary financial advisor and why does it matter in Norwalk?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Norwalk, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Norwalk?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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