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Find Retirement Advisors for Retirement Planning in Fairfield, Connecticut
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.
Finding the Best Retirement Planners in Fairfield, Connecticut
Last Updated - April 19, 2024Fairfield has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Fairfield, Connecticut have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Fairfield, Connecticut
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDPaul Schatz
Heritage Capital, LLC
Qualifications
CRD# 2241878
Minimum Assets Required
Not Specified
Advisory Services:
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 Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Hourly, Based on Assets
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMasa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDCody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Advisory Services:
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, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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Top 7 Retirement Planning firms in Fairfield, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MONECO ADVISORS 2150 Post Road, Suite 201, Fairfield, CT, 6824 | $1,032,293,927 | 4015 | 49 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | SASCO CAPITAL INC 10 Sasco Hill Road, Fairfield, CT, 6824 | $866,000,000 | 6 | 8 | A Percentage of AUM, Performance Based |
| 3 | ZENYATTA CAPITAL MANAGEMENT LP 1960 Bronson Road, Fairfield, CT, 6824 | $250,497,673 | 3 | 5 | A Percentage of AUM, Performance Based |
| 4 | COOPER INVESTMENT PARTNERS LLC 3135 Easton Turnpike, Shu Hub, Suite 258 Fairfield, CT, 6825 | $222,559,000 | 1 | 2 | Fixed Fees, Performance Based |
| 5 | CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT 1305 Post Rd, Ste. 202 Fairfield, CT, 6824 | $170,252,630 | 539 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. 2150 Post Road, Suite 301 Fairfield, CT, 6824 | $139,907,606 | 272 | 32 | A Percentage of AUM |
| 7 | REX ADVISERS, LLC 1241 Post Road, Second Floor Fairfield, CT, 6824 | $3,723,750 | 1 | 5 | A Percentage of AUM |
Information on Top Retirement Planning firms in Fairfield, Connecticut
QualificationsFirm CRD# 171922
Assets Under Management $1,032,293,927
No. Of Clients4015
Clients Per Financial Advisor82
MONECO ADVISORS is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4015 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105100
Assets Under Management $866,000,000
No. Of Clients6
Clients Per Financial Advisor1
SASCO CAPITAL INC is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $866M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 316397
Assets Under Management $250,497,673
No. Of Clients3
Clients Per Financial Advisor1
ZENYATTA CAPITAL MANAGEMENT LP is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 167769
Assets Under Management $222,559,000
No. Of Clients1
Clients Per Financial Advisor1
COOPER INVESTMENT PARTNERS LLC is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 110950
Assets Under Management $170,252,630
No. Of Clients539
Clients Per Financial Advisor90
CRUICE FINANCIAL ORGANIZATION OR CFO CAPITAL MANAGEMENT is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 539 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 134510
Assets Under Management $139,907,606
No. Of Clients272
Clients Per Financial Advisor9
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 327283
Assets Under Management $3,723,750
No. Of Clients1
Clients Per Financial Advisor0
REX ADVISERS, LLC is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $4M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.