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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 - February 17, 2024

Westport has 11 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

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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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Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners

Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$0

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

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Paul 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

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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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Christopher 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

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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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Farther, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Based on Assets

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HIGHLAND 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

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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

Top 15 Retirement Planning firms in Westport, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
BRIDGEWATER ASSOCIATES, LP
One Nyala Farms Road,
Westport, CT, 6880
$196,833,823,8711431166
A Percentage of AUM, Performance Based
2
LIME ROCK
274 Riverside Avenue, 3rd Floor
Westport, CT, 6880
$11,218,052,13226218
A Percentage of AUM, Performance Based
3
FERMAT CAPITAL MANAGEMENT, LLC
615 Riverside Avenue,
Westport, CT, 06880-5910
$10,097,139,0001235
A Percentage of AUM, Performance Based
4
ENERGY INCOME PARTNERS
10 Wright Street,
Westport, CT, 06880-3115
$5,137,400,00015020
A Percentage of AUM, Performance Based
5
COMPASS GROUP MANAGEMENT LLC
301 Riverside Avenue, 2nd Floor
Westport, CT, 6880
$3,849,631,000141
A Percentage of AUM, Fixed Fees, Performance Based
6
DOCK STREET CAPITAL MANAGEMENT LLC
575-B Riverside Avenue,
Westport, CT, 6880
$3,783,746,704852
A Percentage of AUM, Fixed Fees
7
NORTHEAST FINANCIAL
518-B Riverside Avenue, 2nd Floor
Westport, CT, 06880-0630
$3,702,741,77215578
A Percentage of AUM, Fixed Fees
8
COASTAL BRIDGE ADVISORS
54 Wilton Road, 1st Floor
Westport, CT, 6880
$2,620,176,487508726
A Percentage of AUM, Fixed Fees
9
GEMSPRING CAPITAL MANAGEMENT, LLC
54 Wilton Road,
Westport, CT, 6880
$2,073,143,3881152
A Percentage of AUM, Performance Based
10
STERLING INVESTMENT PARTNERS ADVISERS, LLC
285 Riverside Ave, Suite 300
Westport, CT, 06880-4806
$1,985,904,621418
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
$1,541,869,899615
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
$1,320,572,0865220283
A Percentage of AUM, Hourly charges
13
IRIDIAN ASSET MANAGEMENT LLC
120 Post Road West, Suite 201
Westport, CT, 6880
$895,701,1692611
A Percentage of AUM, Performance Based
14
NEOS INVESTMENT MANAGEMENT, LLC
13 Riverside Avenue,
Westport, CT, 6880
$857,611,739109
A Percentage of AUM
15
RFE MANAGEMENT CORPORATION
10 Wright Street,
Westport, CT, 06880-3115
$706,881,921615
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
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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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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