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.
Essex has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Essex, Connecticut have an average of 26 years of experience.
Robert Henderson
CFP®
Lansdowne Wealth Management, LLC
Qualifications
CRD# 5089860
Firm CRD# 155422
Series 63, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Fee-Only, Hourly, Flat Fee, Based on Assets
Robert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners
Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Ronald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
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 | ESSEX FINANCIAL SERVICES, INC. 176 Westbrook Road, Essex, CT, 6426 | $2,771,901,777 | 6269 | 41 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | JEFFREY N. MEHLER, CFP LLC 147 Westbrook Road, Essex, CT, 6426 | $295,295,477 | 1300 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ALCHEMI WEALTH, LLC 35 Pratt Street, Suite 202 Essex, CT, 6426 | $174,874,621 | 816 | 7 | A Percentage of AUM |
QualificationsFirm CRD# 127549
Assets Under Management $2,771,901,777
No. Of Clients6269
Clients Per Financial Advisor153
ESSEX FINANCIAL SERVICES, INC. is a financial advisory firm situated in Essex, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6269 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126681
Assets Under Management $295,295,477
No. Of Clients1300
Clients Per Financial Advisor217
JEFFREY N. MEHLER, CFP LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1300 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310451
Assets Under Management $174,874,621
No. Of Clients816
Clients Per Financial Advisor117
ALCHEMI WEALTH, LLC is a financial advisory firm situated in Essex, Connecticut. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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