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Find Retirement Advisors for Retirement Planning in New Haven, Connecticut

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 New Haven, Connecticut

Last Updated - May 24, 2025

New Haven has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in New Haven, Connecticut have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in New Haven, Connecticut

VERIFIED

Paul Schatz
Heritage Capital, LLC

Qualifications
CRD# 2241878

Minimum Assets Required
Not Specified

Address

1 Bradley Road,
Suite 202,
Woodbridge, CT 06525 See Details

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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VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

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

Find An Advisor

VERIFIED

Clarity Wealth Advisors

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Gerard Gruber
CFP^®, CDFA^®
Harbor West Wealth Management & Planning

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

WealthWise Capital Management Gandolfini & Associates LLC

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Address

2189 Silas Deane Highway,
Suite 14,
Rocky Hill, CT 06067 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

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

Find An Advisor

VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

Top 5 Retirement Planning firms in New Haven, Connecticut (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	One Columbus Plaza, New Haven, CT, 06510	$27,242,773,364	3799	225	A percentage of AUM
2	157 Church Street, 20th Floor New Haven, CT, 06510	$10,592,680,510	10	15	A percentage of AUM, Fixed fees, Performance Based
3	265 Church Street, Suite 501 New Haven, CT, 06510	$476,729,810	884	11	A percentage of AUM, Hourly charges, Fixed fees
4	110 Whitney Ave, New Haven, CT, 06510	$161,692,600	160	2	A percentage of AUM
5	470, James Street New Haven, CT, 06513	$0	0	4	Other (CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE)

Information on Top Retirement Planning firms in New Haven, Connecticut

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

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QualificationsFirm CRD# 174129

Assets Under Management $27,242,773,364

No. Of Clients3799

Clients Per Financial Advisor17

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC is a financial advisory firm situated in New Haven, Connecticut. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3799 clients. The team consists of 225 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
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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GREAT MOUNTAIN PARTNERS

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QualificationsFirm CRD# 309528

Assets Under Management $10,592,680,510

No. Of Clients10

Clients Per Financial Advisor1

GREAT MOUNTAIN PARTNERS is a financial advisory firm situated in New Haven, Connecticut. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 15 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 vehicles

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KREITLER FINANCIAL LLC

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QualificationsFirm CRD# 309056

Assets Under Management $476,729,810

No. Of Clients884

Clients Per Financial Advisor80

KREITLER FINANCIAL LLC is a financial advisory firm situated in New Haven, Connecticut. With a nearly $477M assets under management, the firm specializes in crafting personalized retirement planning solutions for 884 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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LADD CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 105162

Assets Under Management $161,692,600

No. Of Clients160

Clients Per Financial Advisor80

LADD CAPITAL MANAGEMENT LLC is a financial advisory firm situated in New Haven, Connecticut. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 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

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PLOOTUS

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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 SUBSCRIPTION FEE IN THE FUTURE)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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