Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Norwalk has 16 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 Norwalk, Connecticut have an average of 16 years of experience.
Gerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Not Specified
Not Specified
Qualifications
CRD# 1037845
Firm CRD# 8733
Minimum Assets Required
Not Specified
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
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Flat Fee, Based on Assets
Anthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Based
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Dan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
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
Fee-Only, Flat Fee, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Flat Fee
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Doug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 901 Main Avenue, The Towers At Merritt River Norwalk, CT, 06851 | $24,423,211,290 | 1 | 17 | Other (COST REIMBURSEMENT) |
2 | 301 Merritt 7, Third Floor Norwalk, CT, 06851 | $1,432,300,000 | 19 | 24 | A percentage of AUM, Performance Based, Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES) |
3 | 401 Merritt 7, Ph Norwalk, CT, 06851 | $633,026,097 | 47 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 50 Washington Street, Suite 301e Norwalk, CT, 06854 | $449,007,175 | 179 | 5 | A percentage of AUM |
5 | 18 Marshall Street, Suite 340 Norwalk, CT, 06854 | $413,254,760 | 4 | 4 | A percentage of AUM, Performance Based |
6 | 50 Washington Street, 9th Floor, Norwalk, CT, 06854 | $208,000,000 | 1 | 3 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 323648
Assets Under Management $24,423,211,290
No. Of Clients1
Clients Per Financial Advisor0
GE INVESTMENT MANAGEMENT is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313052
Assets Under Management $1,432,300,000
No. Of Clients19
Clients Per Financial Advisor1
HEARTWOOD PARTNERS, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310396
Assets Under Management $633,026,097
No. Of Clients47
Clients Per Financial Advisor7
RISKBRIDGE ADVISORS, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170805
Assets Under Management $449,007,175
No. Of Clients179
Clients Per Financial Advisor36
LITVAK WEALTH, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $449M assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306994
Assets Under Management $413,254,760
No. Of Clients4
Clients Per Financial Advisor1
SAVOIR FAIRE CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 330135
Assets Under Management $208,000,000
No. Of Clients1
Clients Per Financial Advisor0
CAPZONE MANAGEMENT LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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