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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 - June 15, 2024

Glastonbury has 5 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 24 years of experience.

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List of Qualified Retirement Planning Advisors in Glastonbury, Connecticut

advisor-photo
vector.svg VERIFIED

Robert 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

advisor-photo

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

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Ronald 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

advisor-photo
vector.svg VERIFIED

Charles 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

Top 12 Retirement Planning firms in Glastonbury, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
USI ADVISORS
95 Glastonbury Blvd., Suite 102
Glastonbury, CT, 6033
$32,076,079,040121069
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
2
SYMMETRY PARTNERS
151 National Drive,
Glastonbury, CT, 6033
$6,510,880,8731465368
A Percentage of AUM, Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA)
3
APELLA WEALTH
151 National Drive,
Glastonbury, CT, 6033
$2,478,162,661725967
A Percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
4
ADVICEONE ADVISORY SERVICES, LLC
100 Western Boulevard,
Glastonbury, CT, 6033
$1,147,578,487419144
A Percentage of AUM, Fixed Fees
5
ROSSMORE PRIVATE CAPITAL, LLC
628 Hebron Avenue, Suite 306
Glastonbury, CT, 6033
$1,028,976,5217429
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
$498,001,6502367
A Percentage of AUM, Hourly charges, Fixed Fees
7
HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.
95 Glastonbury Blvd, Suite 102
Glastonbury, CT, 6033
$477,513,380727
A Percentage of AUM, Fixed Fees
8
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
300 Winding Brook Drive,
Glastonbury, CT, 06033-4335
$388,650,22610075
A Percentage of AUM
9
MARK SHEPTOFF FINANCIAL PLANNING LLC
703 Hebron Ave 3rd Floor,
Glastonbury, CT, 6033
$376,273,0098033
A Percentage of AUM, Hourly charges
10
EMPOWER FINANCIAL ADVISORY, LLC
655 Winding Brook Drive,
Glastonbury, CT, 6033
$340,387,35011177
A Percentage of AUM, Hourly charges, Fixed Fees
11
BRIGGS WEALTH MANAGEMENT, INC.
59 Sycamore Street,
Glastonbury, CT, 6033
$195,111,6386366
A Percentage of AUM, Hourly charges, Fixed Fees
12
USI SECURITIES, INC.
95 Glastonbury Blvd., Suite 102
Glastonbury, CT, 6033
$0020
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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