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Find Retirement Advisors for Retirement Planning in West Hartford, 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 West Hartford, Connecticut

Last Updated - May 2, 2025

West Hartford has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in West Hartford, Connecticut have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in West Hartford, Connecticut

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

Omnica Wealth
CFP^®

Qualifications
Firm CRD# 8032
Series 7, 63, 66

Minimum Assets Required
$50,000,000

Address

180 Glastonbury Blvd,
Suite 200,
Glastonbury, CT 06033 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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

Find An Advisor

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

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

Find An Advisor

Top 10 Retirement Planning firms in West Hartford, Connecticut (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	65 Memorial Drive, Suite C340 West Hartford, CT, 06107	$3,349,019,931	8605	77	A percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)
2	75 Isham Road, Suite 200 West Hartford, CT, 06107	$2,676,860,420	26	25	A percentage of AUM, Performance Based
3	29 South Main Street, Suite 306 West Hartford, CT, 06107-2417	$1,746,994,000	2731	28	A percentage of AUM, Hourly charges, Fixed fees
4	75 Isham Road, 4th Floor West Hartford, CT, 06107	$1,575,142,059	5	17	Performance Based, Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL)
5	643 Prospect Avenue, West Hartford, CT, 06105	$950,766,145	828	14	A percentage of AUM
6	29 South Main St, Suite 302 West Hartford, CT, 06107	$942,560,611	932	7	A percentage of AUM, Hourly charges, Fixed fees
7	65 Lasalle Road Ste 307, West Hartford, CT, 06107	$712,971,742	186	10	A percentage of AUM, Hourly charges, Fixed fees
8	65 Lasalle Road, Suite 402 West Hartford, CT, 06107	$412,870,388	88	3	A percentage of AUM, Fixed fees
9	29 South Main Street, Suite 212 West Hartford, CT, 06107	$326,335,637	485	3	A percentage of AUM, Hourly charges, Fixed fees
10	75 Isham Road, Suite 200 West Hartford, CT, 06107	$215,483,170	1	27	A percentage of AUM

Information on Top Retirement Planning firms in West Hartford, Connecticut

APELLA WEALTH

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QualificationsFirm CRD# 171106

Assets Under Management $3,349,019,931

No. Of Clients8605

Clients Per Financial Advisor112

APELLA WEALTH is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8605 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.)

Financial Planning Services

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

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FAIRVIEW CAPITAL PARTNERS, LLC

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QualificationsFirm CRD# 161258

Assets Under Management $2,676,860,420

No. Of Clients26

Clients Per Financial Advisor1

FAIRVIEW CAPITAL PARTNERS, LLC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 25 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 vehicles

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YHB INVESTMENT ADVISORS INC

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QualificationsFirm CRD# 105434

Assets Under Management $1,746,994,000

No. Of Clients2731

Clients Per Financial Advisor98

YHB INVESTMENT ADVISORS INC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2731 clients. The team consists of 28 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

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (PARTICIPANT ACCOUNT MANAGEMENT)

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PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 130289

Assets Under Management $1,575,142,059

No. Of Clients5

Clients Per Financial Advisor0

PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (PERCENTAGE OF COMMITTED OR INVESTED CAPITAL)

Financial Planning Services

Portfolio management for pooled investment vehicles

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RMC INVESTMENT ADVISORS

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QualificationsFirm CRD# 104674

Assets Under Management $950,766,145

No. Of Clients828

Clients Per Financial Advisor59

RMC INVESTMENT ADVISORS is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 828 clients. The team consists of 14 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 businesses or institutional clients

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FIERSTON FINANCIAL GROUP INC

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QualificationsFirm CRD# 105003

Assets Under Management $942,560,611

No. Of Clients932

Clients Per Financial Advisor133

FIERSTON FINANCIAL GROUP INC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $943M assets under management, the firm specializes in crafting personalized retirement planning solutions for 932 clients. The team consists of 7 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
Portfolio management for businesses or institutional clients

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HFM WEALTH MANAGEMENT

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QualificationsFirm CRD# 105039

Assets Under Management $712,971,742

No. Of Clients186

Clients Per Financial Advisor19

HFM WEALTH MANAGEMENT is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $713M assets under management, the firm specializes in crafting personalized retirement planning solutions for 186 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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CONIFER INVESTMENTS LTD

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QualificationsFirm CRD# 106159

Assets Under Management $412,870,388

No. Of Clients88

Clients Per Financial Advisor29

CONIFER INVESTMENTS LTD is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 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
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses

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MULLANEY KEATING & WRIGHT INC

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QualificationsFirm CRD# 110743

Assets Under Management $326,335,637

No. Of Clients485

Clients Per Financial Advisor162

MULLANEY KEATING & WRIGHT INC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 485 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

FAIRVIEW CONSTITUTION MANAGEMENT IV LLC

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QualificationsFirm CRD# 159304

Assets Under Management $215,483,170

No. Of Clients1

Clients Per Financial Advisor0

FAIRVIEW CONSTITUTION MANAGEMENT IV LLC is a financial advisory firm situated in West Hartford, Connecticut. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 27 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 pooled investment vehicles

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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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