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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 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 Wethersfield, Connecticut

Last Updated - May 4, 2025

Wethersfield has 6 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Wethersfield, Connecticut

advisor

Qualifications
Firm CRD# 6413
Series 6, 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, Based on Assets

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advisor
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Omnica Wealth
CFP®

Qualifications
Firm CRD# 8032
Series 7, 63, 66

Minimum Assets Required
$50,000,000

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

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

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

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 Great Meadow Road, Suite 502
Wethersfield, CT, 06109
$2,105,849,9811286357
A percentage of AUM, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS)
2

100 Great Meadow Road, Suite 701
Wethersfield, CT, 06109
$107,059,39943111
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 $2,105,849,981

No. Of Clients12863

Clients Per Financial Advisor226

JOHNSON BRUNETTI is a financial advisory firm situated in Wethersfield, Connecticut. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12863 clients. The team consists of 57 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 136372

Assets Under Management $107,059,399

No. Of Clients431

Clients Per Financial Advisor39

HAMMOND ILES WEALTH ADVISORS is a financial advisory firm situated in Wethersfield, Connecticut. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 431 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
View Full Profile

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