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

Last Updated - May 14, 2024

Wilton has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Wilton, Connecticut have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Wilton, 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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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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Matt Cuiffo
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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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Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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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

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Jennifer Keiling
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 8 Retirement Planning firms in Wilton, Connecticut (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
COMMONFUND OCIO, INC.
15 Old Danbury Road,
Wilton, CT, 06897-0812
$17,284,955,91313348
A Percentage of AUM, Fixed Fees, Performance Based
2
CF PRIVATE EQUITY, INC.
15 Old Danbury Road,
Wilton, CT, 06897-0812
$14,515,035,6668373
A Percentage of AUM, Fixed Fees, Performance Based
3
STONEBRIDGE ADVISORS LLC
10 Westport Road, Suite C101
Wilton, CT, 06897-4543
$10,509,771,788441717
A Percentage of AUM
4
ROUND ROCK ADVISORS LLC
187 Danbury Road, Suite 201
Wilton, CT, 6897
$484,811,266167716
A Percentage of AUM, Fixed Fees
5
ALTUS CAPITAL PARTNERS, INC.
10 Westport Road Suite C 204,
Wilton, CT, 6897
$238,084,73749
A Percentage of AUM, Performance Based
6
AIS CAPITAL MANAGEMENT L.P.
187 Danbury Rd, First Floor
Wilton, CT, 06897-0806
$201,853,268563
A Percentage of AUM, Performance Based
7
ARMSTRONG SHAW ASSOCIATES INC.
187 Danbury Road, Suite 201,
Wilton, CT, 6897
$109,268,355283
A Percentage of AUM
8
FALCON CAPITAL MANAGEMENT INC
530 Danbury Road,
Wilton, CT, 6897
$90,828,624883
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Wilton, Connecticut

QualificationsFirm CRD# 110689

Assets Under Management $17,284,955,913

No. Of Clients133

Clients Per Financial Advisor3

COMMONFUND OCIO, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 133 clients. The team consists of 48 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 pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110657

Assets Under Management $14,515,035,666

No. Of Clients83

Clients Per Financial Advisor1

CF PRIVATE EQUITY, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 83 clients. The team consists of 73 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 pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134017

Assets Under Management $10,509,771,788

No. Of Clients4417

Clients Per Financial Advisor260

STONEBRIDGE ADVISORS LLC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4417 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 286007

Assets Under Management $484,811,266

No. Of Clients1677

Clients Per Financial Advisor105

ROUND ROCK ADVISORS LLC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1677 clients. The team consists of 16 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 159529

Assets Under Management $238,084,737

No. Of Clients4

Clients Per Financial Advisor0

ALTUS CAPITAL PARTNERS, INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107971

Assets Under Management $201,853,268

No. Of Clients56

Clients Per Financial Advisor19

AIS CAPITAL MANAGEMENT L.P. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 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 Individuals
  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107957

Assets Under Management $109,268,355

No. Of Clients28

Clients Per Financial Advisor9

ARMSTRONG SHAW ASSOCIATES INC. is a financial advisory firm situated in Wilton, Connecticut. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 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

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 108124

Assets Under Management $90,828,624

No. Of Clients88

Clients Per Financial Advisor29

FALCON CAPITAL MANAGEMENT INC is a financial advisory firm situated in Wilton, Connecticut. With a nearly $91M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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