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Find Retirement Advisors for Retirement Planning in Shelton, 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 Shelton, Connecticut

Last Updated - May 14, 2024

Shelton has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 11 non-vetted advisors in your local area. These retirement advisors in Shelton, Connecticut have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Shelton, Connecticut

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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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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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Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth

Qualifications
CRD# 2526772
Firm CRD# 309684
Series 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, Estate Planning & Trusts, Insurance Products & Annuities.

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

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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

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Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

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.

Compensation/Fee

Fee-Based, Flat Fee

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Michael Klein
CFP®
Bleakley Financial Group

Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66

Minimum Assets Required
$250,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 2664381
Firm CRD# 292776

Minimum Assets Required
$250,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Top 11 Retirement Planning firms in Shelton, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AST INVESTMENT SERVICES, INC.
One Corporate Drive,
Shelton, CT, 6484
$122,238,315,0194063
A Percentage of AUM
2
PROCYON ADVISORS, LLC
1 Corporate Drive, Suite 225
Shelton, CT, 6484
$4,940,000,000333037
A Percentage of AUM, Hourly charges, Fixed Fees
3
BEIRNE.
3 Enterprise Drive, Suite 410
Shelton, CT, 6484
$1,897,104,692145311
A Percentage of AUM, Fixed Fees
4
WRIGHT INVESTORS SERVICE INC
2 Corporate Drive, Suite 770
Shelton, CT, 6484
$1,295,137,791137718
A Percentage of AUM, Subscription Fees, Fixed Fees
5
INVESTMARK ADVISORY GROUP LLC
3 Enterprise Drive, Fourth Floor
Shelton, CT, 6484
$623,169,311174810
A Percentage of AUM, Hourly charges, Fixed Fees
6
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
2 Trap Falls Road, Suite 504
Shelton, CT, 6484
$179,044,1982834
A Percentage of AUM
7
COOPER FINANCIAL SERVICES, INC.
1000 Bridgeport Avenue, Suite 308
Shelton, CT, 6484
$157,479,58816774
A Percentage of AUM
8
GANIM PRIVATE WEALTH
2 Enterprise Drive, Suite 305
Shelton, CT, 6484
$134,803,9252386
A Percentage of AUM, Hourly charges, Fixed Fees
9
WRIGHT PRIVATE ASSET MANAGEMENT LLC
2 Corporate Drive, Suite 770
Shelton, CT, 6484
$49,566,9687717
A Percentage of AUM, Fixed Fees
10
ARMADA ETFS
2 Enterprise Drive, Suite 406
Shelton, CT, 6484
$3,779,53013
A Percentage of AUM
11
THE WINTHROP CORPORATION
2 Corporate Drive, Suite 770
Shelton, CT, 6484
$0016
Other (REIMBURSEMENT FOR RESEARCH EXPENSES)

Information on Top Retirement Planning firms in Shelton, Connecticut

QualificationsFirm CRD# 108897

Assets Under Management $122,238,315,019

No. Of Clients40

Clients Per Financial Advisor1

AST INVESTMENT SERVICES, INC. is a financial advisory firm situated in Shelton, Connecticut. With a nearly $122B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 63 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 Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 288239

Assets Under Management $4,940,000,000

No. Of Clients3330

Clients Per Financial Advisor90

PROCYON ADVISORS, LLC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3330 clients. The team consists of 37 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
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 167103

Assets Under Management $1,897,104,692

No. Of Clients1453

Clients Per Financial Advisor132

BEIRNE. is a financial advisory firm situated in Shelton, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1453 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106302

Assets Under Management $1,295,137,791

No. Of Clients1377

Clients Per Financial Advisor77

WRIGHT INVESTORS SERVICE INC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1377 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 121060

Assets Under Management $623,169,311

No. Of Clients1748

Clients Per Financial Advisor175

INVESTMARK ADVISORY GROUP LLC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $623M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1748 clients. The team consists of 10 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 310378

Assets Under Management $179,044,198

No. Of Clients283

Clients Per Financial Advisor71

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT is a financial advisory firm situated in Shelton, Connecticut. With a nearly $179M assets under management, the firm specializes in crafting personalized retirement planning solutions for 283 clients. The team consists of 4 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# 104671

Assets Under Management $157,479,588

No. Of Clients1677

Clients Per Financial Advisor419

COOPER FINANCIAL SERVICES, INC. is a financial advisory firm situated in Shelton, Connecticut. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1677 clients. The team consists of 4 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 285679

Assets Under Management $134,803,925

No. Of Clients238

Clients Per Financial Advisor40

GANIM PRIVATE WEALTH is a financial advisory firm situated in Shelton, Connecticut. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 238 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 139570

Assets Under Management $49,566,968

No. Of Clients77

Clients Per Financial Advisor5

WRIGHT PRIVATE ASSET MANAGEMENT LLC is a financial advisory firm situated in Shelton, Connecticut. With a nearly $50M assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 17 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 317979

Assets Under Management $3,779,530

No. Of Clients1

Clients Per Financial Advisor0

ARMADA ETFS is a financial advisory firm situated in Shelton, Connecticut. With a nearly $4M 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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
View Full Profile

QualificationsFirm CRD# 105273

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

THE WINTHROP CORPORATION is a financial advisory firm situated in Shelton, Connecticut. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (REIMBURSEMENT FOR RESEARCH EXPENSES)

Financial Planning Services

  • Publication of periodicals or Newsleters
  • Security Rating
View Full Profile

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