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Find Retirement Advisors for Retirement Planning in New Haven, 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 New Haven, Connecticut
Last Updated - April 16, 2024New Haven has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in New Haven, Connecticut have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in New Haven, Connecticut
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
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
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
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
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
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in New Haven, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC One Columbus Plaza, New Haven, CT, 6510 | $25,777,552,717 | 2359 | 189 | A Percentage of AUM |
| 2 | GREAT MOUNTAIN PARTNERS 157 Church Street, 20th Floor New Haven, CT, 6510 | $8,881,116,442 | 10 | 11 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | EDGEHILL ENDOWMENT PARTNERS 195 Church Street, Suite 1000 New Haven, CT, 06510-4000 | $2,077,409,106 | 5 | 12 | A Percentage of AUM, Performance Based |
| 4 | KREITLER FINANCIAL LLC 265 Church Street, Suite 501 New Haven, CT, 6510 | $435,141,581 | 874 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | LADD CAPITAL MANAGEMENT LLC 110 Whitney Ave, New Haven, CT, 6510 | $116,933,894 | 138 | 3 | A Percentage of AUM |
| 6 | PLOOTUS 470, James Street New Haven, CT, 6513 | $0 | 0 | 4 | Other (CURRENTLY FREE, MAY CHARGE FIXED SUBSCRIPTION IN THE FUTURE) |
Information on Top Retirement Planning firms in New Haven, Connecticut
QualificationsFirm CRD# 174129
Assets Under Management $25,777,552,717
No. Of Clients2359
Clients Per Financial Advisor12
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC is a financial advisory firm situated in New Haven, Connecticut. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2359 clients. The team consists of 189 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 309528
Assets Under Management $8,881,116,442
No. Of Clients10
Clients Per Financial Advisor1
GREAT MOUNTAIN PARTNERS is a financial advisory firm situated in New Haven, Connecticut. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 171994
Assets Under Management $2,077,409,106
No. Of Clients5
Clients Per Financial Advisor0
EDGEHILL ENDOWMENT PARTNERS is a financial advisory firm situated in New Haven, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 12 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 309056
Assets Under Management $435,141,581
No. Of Clients874
Clients Per Financial Advisor79
KREITLER FINANCIAL LLC is a financial advisory firm situated in New Haven, Connecticut. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 874 clients. The team consists of 11 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
QualificationsFirm CRD# 105162
Assets Under Management $116,933,894
No. Of Clients138
Clients Per Financial Advisor46
LADD CAPITAL MANAGEMENT LLC is a financial advisory firm situated in New Haven, Connecticut. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 314583
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
PLOOTUS is a financial advisory firm situated in New Haven, Connecticut. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (CURRENTLY FREE
- MAY CHARGE FIXED SUBSCRIPTION IN THE FUTURE)
Financial Planning Services
- Portfolio Management for Individuals
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 Greenwich, Connecticut
- Retirement Planners in Mystic, Connecticut
- Retirement Planners in Stafford Springs, Connecticut
- Retirement Planners in Woodbridge, Connecticut
Looking for more choices? Use our free match service to compare retirement planners serving your area.