Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Bristol has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Bristol, Connecticut have an average of 17 years of experience.
Cody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Only, Based on Assets
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | WILLIAM JOSEPH CAPITAL MANAGEMENT,LLC 210 Red Stone Hill Road, Suite 5 Bristol, CT, 6010 | $201,251,887 | 1393 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SELECTION OF OTHER ADVISERS) |
QualificationsFirm CRD# 226535
Assets Under Management $201,251,887
No. Of Clients1393
Clients Per Financial Advisor87
WILLIAM JOSEPH CAPITAL MANAGEMENT,LLC is a financial advisory firm situated in Bristol, Connecticut. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1393 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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