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Find Retirement Advisors for Retirement Planning in Wethersfield, 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 Wethersfield, Connecticut

Last Updated - May 12, 2024

Wethersfield has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Wethersfield, Connecticut have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Wethersfield, Connecticut

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Robert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners

Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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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

advisor-photo
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Ronald Newton
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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

Top 2 Retirement Planning firms in Wethersfield, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
JOHNSON BRUNETTI
100 Great Meadow Road, Suite 502
Wethersfield, CT, 6109
$1,183,289,3771040741
A Percentage of AUM, Fixed Fees, Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS)
2
HAMMOND ILES WEALTH ADVISORS
100 Great Meadow Road, Suite 701
Wethersfield, CT, 6109
$82,142,67448211
A Percentage of AUM, Hourly charges, Fixed Fees, Other (% FEE BASED ON ASSETS MANAGED BY A TPA)

Information on Top Retirement Planning firms in Wethersfield, Connecticut

QualificationsFirm CRD# 171168

Assets Under Management $1,183,289,377

No. Of Clients10407

Clients Per Financial Advisor254

JOHNSON BRUNETTI is a financial advisory firm situated in Wethersfield, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10407 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
  • Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 136372

Assets Under Management $82,142,674

No. Of Clients482

Clients Per Financial Advisor44

HAMMOND ILES WEALTH ADVISORS is a financial advisory firm situated in Wethersfield, Connecticut. With a nearly $82M assets under management, the firm specializes in crafting personalized retirement planning solutions for 482 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
  • Hourly charges
  • Fixed Fees
  • Other (% FEE BASED ON ASSETS MANAGED BY A TPA)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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