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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 - September 4, 2024Shelton has 12 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Shelton, Connecticut
VERIFIED Qualifications
Firm CRD# 288239
Series 7, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDGerard Gruber
CFP®, CDFA®
Harbor West Wealth Management & Planning
Qualifications
CRD# 4469120
Firm CRD# 120894
Minimum Assets Required
$100,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
VERIFIEDMasa 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
Qualifications
Firm CRD# 6413
Series 6, 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money 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.
Compensation/Fee
Fee-Based, 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
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDFrank 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
VERIFIEDMichael 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
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Since 1998
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Top 11 Retirement Planning firms in Shelton, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | AST INVESTMENT SERVICES, INC. One Corporate Drive, Shelton, CT, 6484 | $122,238,315,019 | 40 | 63 | A Percentage of AUM |
| 2 | PROCYON ADVISORS, LLC 1 Corporate Drive, Suite 225 Shelton, CT, 6484 | $4,940,000,000 | 3330 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | BEIRNE. 3 Enterprise Drive, Suite 410 Shelton, CT, 6484 | $1,897,104,692 | 1453 | 11 | A Percentage of AUM, Fixed Fees |
| 4 | WRIGHT INVESTORS SERVICE INC 2 Corporate Drive, Suite 770 Shelton, CT, 6484 | $1,295,137,791 | 1377 | 18 | A Percentage of AUM, Subscription Fees, Fixed Fees |
| 5 | INVESTMARK ADVISORY GROUP LLC 3 Enterprise Drive, Fourth Floor Shelton, CT, 6484 | $623,169,311 | 1748 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT 2 Trap Falls Road, Suite 504 Shelton, CT, 6484 | $179,044,198 | 283 | 4 | A Percentage of AUM |
| 7 | COOPER FINANCIAL SERVICES, INC. 1000 Bridgeport Avenue, Suite 308 Shelton, CT, 6484 | $157,479,588 | 1677 | 4 | A Percentage of AUM |
| 8 | GANIM PRIVATE WEALTH 2 Enterprise Drive, Suite 305 Shelton, CT, 6484 | $134,803,925 | 238 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | WRIGHT PRIVATE ASSET MANAGEMENT LLC 2 Corporate Drive, Suite 770 Shelton, CT, 6484 | $49,566,968 | 77 | 17 | A Percentage of AUM, Fixed Fees |
| 10 | ARMADA ETFS 2 Enterprise Drive, Suite 406 Shelton, CT, 6484 | $3,779,530 | 1 | 3 | A Percentage of AUM |
| 11 | THE WINTHROP CORPORATION 2 Corporate Drive, Suite 770 Shelton, CT, 6484 | $0 | 0 | 16 | 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
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
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
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
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
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
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
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
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
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
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.