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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 - May 12, 2024

New 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

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Paul 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

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Cody 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

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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

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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

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Matt 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

advisor-photo

Qualifications
CRD# 2664381
Firm CRD# 292776

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Altfest 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

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Walter 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

Top 6 Retirement Planning firms in New Haven, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
One Columbus Plaza,
New Haven, CT, 6510
$25,777,552,7172359189
A Percentage of AUM
2
GREAT MOUNTAIN PARTNERS
157 Church Street, 20th Floor
New Haven, CT, 6510
$8,881,116,4421011
A Percentage of AUM, Fixed Fees, Performance Based
3
EDGEHILL ENDOWMENT PARTNERS
195 Church Street, Suite 1000
New Haven, CT, 06510-4000
$2,077,409,106512
A Percentage of AUM, Performance Based
4
KREITLER FINANCIAL LLC
265 Church Street, Suite 501
New Haven, CT, 6510
$435,141,58187411
A Percentage of AUM, Hourly charges, Fixed Fees
5
LADD CAPITAL MANAGEMENT LLC
110 Whitney Ave,
New Haven, CT, 6510
$116,933,8941383
A Percentage of AUM
6
PLOOTUS
470, James Street
New Haven, CT, 6513
$004
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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