Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Robert Tubridy
MBA, CFP®, ChFC®
CT Financial Partners
Qualifications
CRD# 4509256
Firm CRD# 8032
Series 7, 24, 66
Minimum Assets Required
Not Specified
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.
Fee-Based, Flat Fee, Based on Assets
Paul Schatz
Heritage Capital, LLC
Qualifications
CRD# 2241878
Minimum Assets Required
Not Specified
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.
Hourly, Based on Assets
Cody St John
LPL Financial | Arrowhead Financial Group
Qualifications
CRD# 7128086
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
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.
Fee-Only, Based on Assets
Ronald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | JOHNSON BRUNETTI 100 Great Meadow Road, Suite 502 Wethersfield, CT, 6109 | $1,183,289,377 | 10407 | 41 | 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 | $82,142,674 | 482 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (% FEE BASED ON ASSETS MANAGED BY A TPA) |
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.
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.
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