Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Glastonbury, 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 Glastonbury, Connecticut
Last Updated - April 25, 2025Glastonbury has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Glastonbury, Connecticut have an average of 15 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Glastonbury, Connecticut
VERIFIEDOmnica Wealth
CFP®
Qualifications
Firm CRD# 8032
Series 7, 63, 66
Minimum Assets Required
$50,000,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, 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# 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 13 Retirement Planning firms in Glastonbury, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 06033 | $41,618,061,377 | 1348 | 75 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 2 | 151 National Drive, Glastonbury, CT, 06033 | $5,879,425,880 | 13776 | 66 | A percentage of AUM, Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA) |
| 3 | 100 Western Boulevard, Glastonbury, CT, 06033 | $1,371,176,097 | 4217 | 46 | A percentage of AUM, Fixed fees |
| 4 | 628 Hebron Avenue, Suite 306 Glastonbury, CT, 06033 | $1,143,870,296 | 767 | 9 | A percentage of AUM, Fixed fees, Other (FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST)) |
| 5 | 68 National Drive, Glastonbury, CT, 06033 | $846,535,879 | 387 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 655 Winding Brook Drive, Glastonbury, CT, 06033 | $535,018,387 | 1369 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 655 Winding Brook Drive, Suite 2023 Glastonbury, CT, 06033-4335 | $453,064,294 | 1053 | 5 | A percentage of AUM |
| 8 | 703 Hebron Ave 3rd Floor, Glastonbury, CT, 06033 | $405,921,864 | 810 | 3 | A percentage of AUM, Hourly charges |
| 9 | 223 Addison Road, Unit 304 Glastonbury, CT, 06033 | $258,725,939 | 696 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 140 Glastonbury Blvd, Suite 450 Glastonbury, CT, 06033 | $137,800,000 | 453 | 4 | A percentage of AUM, Fixed fees |
| 11 | 49 Welles St., Suite 204 Glastonbury, CT, 06033 | $127,105,066 | 453 | 2 | A percentage of AUM |
| 12 | 628 Hebron Ave, Suite 505 Glastonbury, CT, 06033 | $120,000,000 | 400 | 2 | A percentage of AUM |
| 13 | 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 06033 | $0 | 0 | 24 | A percentage of AUM, Hourly charges, Fixed fees, Other (BUNDLED CONSULTING AND ADVISORY FEES) |
Information on Top Retirement Planning firms in Glastonbury, Connecticut
QualificationsFirm CRD# 108113
Assets Under Management $41,618,061,377
No. Of Clients1348
Clients Per Financial Advisor18
USI ADVISORS is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $42B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1348 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SEMINARS AND CONSULTATIONS)
QualificationsFirm CRD# 120982
Assets Under Management $5,879,425,880
No. Of Clients13776
Clients Per Financial Advisor209
SYMMETRY PARTNERS is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13776 clients. The team consists of 66 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (SUB-ADVISOR)
QualificationsFirm CRD# 111614
Assets Under Management $1,371,176,097
No. Of Clients4217
Clients Per Financial Advisor92
ADVICEONE ADVISORY SERVICES, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4217 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 288453
Assets Under Management $1,143,870,296
No. Of Clients767
Clients Per Financial Advisor85
ROSSMORE PRIVATE CAPITAL, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 767 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FEES FOR TRUSTEE SERVICES (A PERCENTAGE OF ASSETS UNDER TRUST))
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (SOME PARTNERS OF ROSSMORE PROVIDE TRUSTEE SERVICES, SERVE AS EXECUTOR, OR AS AGENT UNDER POA.)
QualificationsFirm CRD# 322951
Assets Under Management $846,535,879
No. Of Clients387
Clients Per Financial Advisor48
SMITH BROTHERS FINANCIAL, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $847M assets under management, the firm specializes in crafting personalized retirement planning solutions for 387 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 313968
Assets Under Management $535,018,387
No. Of Clients1369
Clients Per Financial Advisor196
EMPOWER FINANCIAL ADVISORY, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1369 clients. The team consists of 7 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
QualificationsFirm CRD# 112243
Assets Under Management $453,064,294
No. Of Clients1053
Clients Per Financial Advisor211
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1053 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108742
Assets Under Management $405,921,864
No. Of Clients810
Clients Per Financial Advisor270
MARK SHEPTOFF FINANCIAL PLANNING LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 810 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 125518
Assets Under Management $258,725,939
No. Of Clients696
Clients Per Financial Advisor116
BRIGGS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 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
- Other (CONSULTING; TAX PREPARATION)
QualificationsFirm CRD# 174217
Assets Under Management $137,800,000
No. Of Clients453
Clients Per Financial Advisor113
SOMNIO FINANCIAL GROUP, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 305987
Assets Under Management $127,105,066
No. Of Clients453
Clients Per Financial Advisor227
JK PRIVATE WEALTH, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 306214
Assets Under Management $120,000,000
No. Of Clients400
Clients Per Financial Advisor200
U.S.A. FINANCIAL & TAX SERVICES, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 400 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 43793
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
USI SECURITIES, INC. is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (BUNDLED CONSULTING AND ADVISORY FEES)
Financial Planning Services
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Glastonbury, Connecticut
- Retirement Planners in Rocky Hill, Connecticut
- Retirement Planners in Shelton, Connecticut
- Retirement Planners in Stafford Springs, Connecticut
- Retirement Planners in Westport, Connecticut
- Retirement Planners in Woodbridge, Connecticut
Looking for more choices? Use our free match service to compare retirement planners serving your area.