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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 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 Westport, Connecticut

Last Updated - April 25, 2025

Westport has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 41 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

advisor
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Gerard 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

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advisor

Qualifications
CRD# 1037845
Firm CRD# 8733

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

Compensation/Fee

Not Specified

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advisor

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

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advisor
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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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advisor
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Anthony 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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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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advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Dan Brady
Savvy Advisors

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

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advisor
vector.svg VERIFIED

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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advisor
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Doug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

One Nyala Farms Road,
Westport, CT, 06880
$171,751,270,4101331196
A percentage of AUM, Performance Based, Other (INVESTMENT ADVISORY SUPPORT SERVICES)
2

274 Riverside Avenue, 3rd Floor
Westport, CT, 06880
$12,667,511,15626213
A percentage of AUM, Performance Based
3

615 Riverside Avenue,
Westport, CT, 06880-5910
$10,954,239,4061337
A percentage of AUM, Performance Based
4

10 Wright Street,
Westport, CT, 06880-3115
$4,798,060,00014519
A percentage of AUM, Performance Based
5

518-B Riverside Avenue, 2nd Floor
Westport, CT, 06880-0630
$4,149,434,63315378
A percentage of AUM, Fixed fees
6

54 Wilton Road,
Westport, CT, 06880
$4,053,787,8671264
A percentage of AUM, Performance Based
7

301 Riverside Avenue, 2nd Floor
Westport, CT, 06880
$3,816,981,000142
A percentage of AUM, Fixed fees, Performance Based
8

54 Wilton Road, 1st Floor
Westport, CT, 06880
$2,814,677,305425925
A percentage of AUM, Fixed fees
9

285 Riverside Avenue, Suite 200
Westport, CT, 06880
$2,030,700,480717
A percentage of AUM, Performance Based, Other (DEBT CLOSING FEES)
10

285 Riverside Ave, Suite 300
Westport, CT, 06880-4806
$1,706,162,409420
A percentage of AUM, Performance Based, Other (MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES)
11

88 Post Road West, 2nd Floor
Westport, CT, 06880
$1,689,281,2435849318
A percentage of AUM, Hourly charges, Other (SUB-ADVISER OF POOLED INVESTMENT VEHICLE CHARGES A PERFORMANCE F)
12

13 Riverside Avenue,
Westport, CT, 06880
$1,359,531,4632014
A percentage of AUM
13

575-B Riverside Avenue,
Westport, CT, 06880
$1,330,710,296684
A percentage of AUM, Fixed fees
14

8 Wright Street, Floor 1
Westport, CT, 06880
$951,083,04343
A percentage of AUM, Performance Based
15

257 Riverside Avenue, 2nd Floor
Westport, CT, 06880-4822
$762,424,4544407
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Westport, Connecticut

QualificationsFirm CRD# 105129

Assets Under Management $171,751,270,410

No. Of Clients133

Clients Per Financial Advisor0

BRIDGEWATER ASSOCIATES, LP is a financial advisory firm situated in Westport, Connecticut. With a nearly $172B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 1196 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (INVESTMENT ADVISORY SUPPORT SERVICES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 157127

Assets Under Management $12,667,511,156

No. Of Clients26

Clients Per Financial Advisor0

LIME ROCK is a financial advisory firm situated in Westport, Connecticut. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 213 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
View Full Profile

QualificationsFirm CRD# 134099

Assets Under Management $10,954,239,406

No. Of Clients13

Clients Per Financial Advisor0

FERMAT CAPITAL MANAGEMENT, LLC 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 13 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 140799

Assets Under Management $4,798,060,000

No. Of Clients145

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 145 clients. The team consists of 19 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 and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 110361

Assets Under Management $4,149,434,633

No. Of Clients1537

Clients Per Financial Advisor192

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 1537 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 285081

Assets Under Management $4,053,787,867

No. Of Clients12

Clients Per Financial Advisor0

GEMSPRING 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 12 clients. The team consists of 64 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
View Full Profile

QualificationsFirm CRD# 168422

Assets Under Management $3,816,981,000

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 42 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 businesses or institutional clients
  • Other (PROVIDE AD HOC, NON-CONTINUOUS ADVISORY SERVICES FOR A FAMILY OFFICE CLIENT ON AN AS REQUESTED BASIS.)
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QualificationsFirm CRD# 152569

Assets Under Management $2,814,677,305

No. Of Clients4259

Clients Per Financial Advisor170

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 4259 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 264789

Assets Under Management $2,030,700,480

No. Of Clients7

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 7 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
  • Performance Based
  • Other (DEBT CLOSING FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 156946

Assets Under Management $1,706,162,409

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 20 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 vehicles
View Full Profile

QualificationsFirm CRD# 8361

Assets Under Management $1,689,281,243

No. Of Clients5849

Clients Per Financial Advisor18

A.G.P / ALLIANCE GLOBAL PARTNERS 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 5849 clients. The team consists of 318 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Other (SUB-ADVISER OF POOLED INVESTMENT VEHICLE CHARGES A PERFORMANCE F)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 321256

Assets Under Management $1,359,531,463

No. Of Clients20

Clients Per Financial Advisor1

NEOS INVESTMENTS 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 20 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 investment companies
  • Portfolio management for businesses or institutional clients
  • Other (SUB-ADVISORY SERVICES)
View Full Profile

QualificationsFirm CRD# 157155

Assets Under Management $1,330,710,296

No. Of Clients68

Clients Per Financial Advisor17

DOCK STREET CAPITAL MANAGEMENT LLC 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 68 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
  • Fixed fees

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (AUCTION & LIQUIDATION SERVICES)
View Full Profile

QualificationsFirm CRD# 170071

Assets Under Management $951,083,043

No. Of Clients4

Clients Per Financial Advisor1

CAS INVESTMENT PARTNERS, LLC 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 4 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 111656

Assets Under Management $762,424,454

No. Of Clients440

Clients Per Financial Advisor63

CASTLEKEEP INVESTMENT ADVISORS is a financial advisory firm situated in Westport, Connecticut. With a nearly $762M assets under management, the firm specializes in crafting personalized retirement planning solutions for 440 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
View Full Profile

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