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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 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 Glastonbury, Connecticut
Last Updated - September 6, 2024Glastonbury has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Glastonbury, Connecticut have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Glastonbury, Connecticut
VERIFIEDRobert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners
Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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, Wealth Management, Money 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.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
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
VERIFIEDRonald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
Since 1998
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Top 12 Retirement Planning firms in Glastonbury, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | USI ADVISORS 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 6033 | $32,076,079,040 | 1210 | 69 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 2 | SYMMETRY PARTNERS 151 National Drive, Glastonbury, CT, 6033 | $6,510,880,873 | 14653 | 68 | A Percentage of AUM, Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA) |
| 3 | APELLA WEALTH 151 National Drive, Glastonbury, CT, 6033 | $2,478,162,661 | 7259 | 67 | A Percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.) |
| 4 | ADVICEONE ADVISORY SERVICES, LLC 100 Western Boulevard, Glastonbury, CT, 6033 | $1,147,578,487 | 4191 | 44 | A Percentage of AUM, Fixed Fees |
| 5 | ROSSMORE PRIVATE CAPITAL, LLC 628 Hebron Avenue, Suite 306 Glastonbury, CT, 6033 | $1,028,976,521 | 742 | 9 | A Percentage of AUM, Fixed Fees, Other (FEES FOR TRUSTEE SERVICES ( A PERCENTAGE OF ASSETS UNDER TRUST)) |
| 6 | SMITH BROTHERS FINANCIAL, LLC 68 National Drive, Glastonbury, CT, 6033 | $498,001,650 | 236 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. 95 Glastonbury Blvd, Suite 102 Glastonbury, CT, 6033 | $477,513,380 | 72 | 7 | A Percentage of AUM, Fixed Fees |
| 8 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 300 Winding Brook Drive, Glastonbury, CT, 06033-4335 | $388,650,226 | 1007 | 5 | A Percentage of AUM |
| 9 | MARK SHEPTOFF FINANCIAL PLANNING LLC 703 Hebron Ave 3rd Floor, Glastonbury, CT, 6033 | $376,273,009 | 803 | 3 | A Percentage of AUM, Hourly charges |
| 10 | EMPOWER FINANCIAL ADVISORY, LLC 655 Winding Brook Drive, Glastonbury, CT, 6033 | $340,387,350 | 1117 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | BRIGGS WEALTH MANAGEMENT, INC. 59 Sycamore Street, Glastonbury, CT, 6033 | $195,111,638 | 636 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | USI SECURITIES, INC. 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 6033 | $0 | 0 | 20 | 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 $32,076,079,040
No. Of Clients1210
Clients Per Financial Advisor18
USI ADVISORS is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1210 clients. The team consists of 69 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 Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 120982
Assets Under Management $6,510,880,873
No. Of Clients14653
Clients Per Financial Advisor215
SYMMETRY PARTNERS is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14653 clients. The team consists of 68 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 171106
Assets Under Management $2,478,162,661
No. Of Clients7259
Clients Per Financial Advisor108
APELLA WEALTH is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7259 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 111614
Assets Under Management $1,147,578,487
No. Of Clients4191
Clients Per Financial Advisor95
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 4191 clients. The team consists of 44 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 288453
Assets Under Management $1,028,976,521
No. Of Clients742
Clients Per Financial Advisor82
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 742 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 322951
Assets Under Management $498,001,650
No. Of Clients236
Clients Per Financial Advisor34
SMITH BROTHERS FINANCIAL, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $498M assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 125791
Assets Under Management $477,513,380
No. Of Clients72
Clients Per Financial Advisor10
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $478M assets under management, the firm specializes in crafting personalized retirement planning solutions for 72 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 112243
Assets Under Management $388,650,226
No. Of Clients1007
Clients Per Financial Advisor201
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $389M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1007 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 108742
Assets Under Management $376,273,009
No. Of Clients803
Clients Per Financial Advisor268
MARK SHEPTOFF FINANCIAL PLANNING LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $376M assets under management, the firm specializes in crafting personalized retirement planning solutions for 803 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 313968
Assets Under Management $340,387,350
No. Of Clients1117
Clients Per Financial Advisor160
EMPOWER FINANCIAL ADVISORY, LLC is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1117 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 125518
Assets Under Management $195,111,638
No. Of Clients636
Clients Per Financial Advisor106
BRIGGS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Glastonbury, Connecticut. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 636 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
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 20 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 of 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:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.