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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 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 registration checks. 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 - May 24, 2025Fairfield has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Fairfield, Connecticut have an average of 20 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
VERIFIEDQualifications
CRD# 1037845
Firm CRD# 8733
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
Compensation/Fee
Not Specified
VERIFIEDGerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
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 Businesses, Investment Advice & Management, Tax 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:
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
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 6413
Series 6, 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, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
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Top 4 Retirement Planning firms in Fairfield, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2150 Post Road, Suite 201, Fairfield, CT, 06824 | $1,472,025,988 | 5152 | 61 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 1305 Post Rd, Ste. 202 Fairfield, CT, 06824 | $187,426,202 | 517 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 2150 Post Road, Suite 301 Fairfield, CT, 06824 | $146,675,712 | 333 | 30 | A percentage of AUM |
| 4 | 1241 Post Road, Second Floor Fairfield, CT, 06824 | $119,260,500 | 1 | 2 | A percentage of AUM, Other (FUND SPONSOR FEES) |
Information on Top Retirement Planning firms in Fairfield, Connecticut
QualificationsFirm CRD# 171922
Assets Under Management $1,472,025,988
No. Of Clients5152
Clients Per Financial Advisor84
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 5152 clients. The team consists of 61 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (LPL FINANCIAL SPONSORED ADVISORY PROGRAMS)
QualificationsFirm CRD# 110950
Assets Under Management $187,426,202
No. Of Clients517
Clients Per Financial Advisor86
CFO CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 517 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 134510
Assets Under Management $146,675,712
No. Of Clients333
Clients Per Financial Advisor11
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 333 clients. The team consists of 30 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 and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 327283
Assets Under Management $119,260,500
No. Of Clients1
Clients Per Financial Advisor1
REX ADVISERS, LLC is a financial advisory firm situated in Fairfield, Connecticut. With a nearly $119M 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
- A percentage of AUM
- Other (FUND SPONSOR FEES)
Financial Planning Services
- Portfolio management for investment companies
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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