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Find Retirement Advisors for Retirement Planning in Westport, 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 Westport, Connecticut
Last Updated - January 7, 2025Westport has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 38 non-vetted advisors in your local area. These retirement advisors in Westport, Connecticut have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Westport, Connecticut
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
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
VERIFIEDPaul Schatz
Heritage Capital, LLC
Qualifications
CRD# 2241878
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 Individuals, Financial Planning for Businesses, Investment Advice & Management.
Compensation/Fee
Hourly, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
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
VERIFIED Qualifications
CRD# 5127697
Firm CRD# 10409
Series 7, 9, 10, 24, 52, 53, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDan Brady
Savvy Advisors, Inc
Qualifications
CRD# 2172300
Firm CRD# 318493
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Westport, Connecticut (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road, Westport, CT, 6880 | $196,833,823,871 | 143 | 1166 | A Percentage of AUM, Performance Based |
| 2 | LIME ROCK 274 Riverside Avenue, 3rd Floor Westport, CT, 6880 | $11,218,052,132 | 26 | 218 | A Percentage of AUM, Performance Based |
| 3 | FERMAT CAPITAL MANAGEMENT, LLC 615 Riverside Avenue, Westport, CT, 06880-5910 | $10,097,139,000 | 12 | 35 | A Percentage of AUM, Performance Based |
| 4 | ENERGY INCOME PARTNERS 10 Wright Street, Westport, CT, 06880-3115 | $5,137,400,000 | 150 | 20 | A Percentage of AUM, Performance Based |
| 5 | COMPASS GROUP MANAGEMENT LLC 301 Riverside Avenue, 2nd Floor Westport, CT, 6880 | $3,849,631,000 | 1 | 41 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | DOCK STREET CAPITAL MANAGEMENT LLC 575-B Riverside Avenue, Westport, CT, 6880 | $3,783,746,704 | 85 | 2 | A Percentage of AUM, Fixed Fees |
| 7 | NORTHEAST FINANCIAL 518-B Riverside Avenue, 2nd Floor Westport, CT, 06880-0630 | $3,702,741,772 | 1557 | 8 | A Percentage of AUM, Fixed Fees |
| 8 | COASTAL BRIDGE ADVISORS 54 Wilton Road, 1st Floor Westport, CT, 6880 | $2,620,176,487 | 5087 | 26 | A Percentage of AUM, Fixed Fees |
| 9 | GEMSPRING CAPITAL MANAGEMENT, LLC 54 Wilton Road, Westport, CT, 6880 | $2,073,143,388 | 11 | 52 | A Percentage of AUM, Performance Based |
| 10 | STERLING INVESTMENT PARTNERS ADVISERS, LLC 285 Riverside Ave, Suite 300 Westport, CT, 06880-4806 | $1,985,904,621 | 4 | 18 | A Percentage of AUM, Performance Based, Other (MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES) |
| 11 | BALANCE POINT CAPITAL ADVISORS, LLC 285 Riverside Avenue, Suite 200 Westport, CT, 6880 | $1,541,869,899 | 6 | 15 | A Percentage of AUM, Performance Based, Other (DEBT CLOSING FEES) |
| 12 | A.G.P / ALLIANCE GLOBAL PARTNERS 88 Post Road West, 2nd Floor Westport, CT, 6880 | $1,320,572,086 | 5220 | 283 | A Percentage of AUM, Hourly charges |
| 13 | IRIDIAN ASSET MANAGEMENT LLC 120 Post Road West, Suite 201 Westport, CT, 6880 | $895,701,169 | 26 | 11 | A Percentage of AUM, Performance Based |
| 14 | NEOS INVESTMENT MANAGEMENT, LLC 13 Riverside Avenue, Westport, CT, 6880 | $857,611,739 | 10 | 9 | A Percentage of AUM |
| 15 | RFE MANAGEMENT CORPORATION 10 Wright Street, Westport, CT, 06880-3115 | $706,881,921 | 6 | 15 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Westport, Connecticut
QualificationsFirm CRD# 105129
Assets Under Management $196,833,823,871
No. Of Clients143
Clients Per Financial Advisor0
BRIDGEWATER ASSOCIATES, LP is a financial advisory firm situated in Westport, Connecticut. With a nearly $197B assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 1166 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
- Portfolio Management for Business
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 157127
Assets Under Management $11,218,052,132
No. Of Clients26
Clients Per Financial Advisor0
LIME ROCK is a financial advisory firm situated in Westport, Connecticut. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 218 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
QualificationsFirm CRD# 134099
Assets Under Management $10,097,139,000
No. Of Clients12
Clients Per Financial Advisor0
FERMAT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 35 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
- Portfolio Management for Business
QualificationsFirm CRD# 140799
Assets Under Management $5,137,400,000
No. Of Clients150
Clients Per Financial Advisor8
ENERGY INCOME PARTNERS is a financial advisory firm situated in Westport, Connecticut. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 clients. The team consists of 20 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 Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 168422
Assets Under Management $3,849,631,000
No. Of Clients1
Clients Per Financial Advisor0
COMPASS GROUP MANAGEMENT LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 41 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 Business
QualificationsFirm CRD# 157155
Assets Under Management $3,783,746,704
No. Of Clients85
Clients Per Financial Advisor43
DOCK STREET CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 85 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 110361
Assets Under Management $3,702,741,772
No. Of Clients1557
Clients Per Financial Advisor195
NORTHEAST FINANCIAL is a financial advisory firm situated in Westport, Connecticut. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1557 clients. The team consists of 8 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
- Selection of Other Advisors
QualificationsFirm CRD# 152569
Assets Under Management $2,620,176,487
No. Of Clients5087
Clients Per Financial Advisor196
COASTAL BRIDGE ADVISORS is a financial advisory firm situated in Westport, Connecticut. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5087 clients. The team consists of 26 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
- Selection of Other Advisors
QualificationsFirm CRD# 285081
Assets Under Management $2,073,143,388
No. Of Clients11
Clients Per Financial Advisor0
GEMSPRING CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 52 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
QualificationsFirm CRD# 156946
Assets Under Management $1,985,904,621
No. Of Clients4
Clients Per Financial Advisor0
STERLING INVESTMENT PARTNERS ADVISERS, LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
- Other (MONITORING FEES
- AND CERTAIN OTHER PORTFOLIO COMPANY FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 264789
Assets Under Management $1,541,869,899
No. Of Clients6
Clients Per Financial Advisor0
BALANCE POINT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
- Other (DEBT CLOSING FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 8361
Assets Under Management $1,320,572,086
No. Of Clients5220
Clients Per Financial Advisor18
A.G.P / ALLIANCE GLOBAL PARTNERS is a financial advisory firm situated in Westport, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5220 clients. The team consists of 283 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104550
Assets Under Management $895,701,169
No. Of Clients26
Clients Per Financial Advisor2
IRIDIAN ASSET MANAGEMENT LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $896M assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 321256
Assets Under Management $857,611,739
No. Of Clients10
Clients Per Financial Advisor1
NEOS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Westport, Connecticut. With a nearly $858M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 9 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
- Portfolio Management for Business
QualificationsFirm CRD# 160360
Assets Under Management $706,881,921
No. Of Clients6
Clients Per Financial Advisor0
RFE MANAGEMENT CORPORATION is a financial advisory firm situated in Westport, Connecticut. With a nearly $707M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
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