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Find Retirement Advisors for Retirement Planning in Bedford, New Hampshire
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 Bedford, New Hampshire
Last Updated - April 26, 2025Bedford has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Bedford, New Hampshire have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Bedford, New Hampshire
VERIFIEDPEAK Wealth Management LLC
CFP®, CRPC®
Qualifications
CRD# 7509696
Firm CRD# 281036
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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-Based, Based on Assets
VERIFIEDJoseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDSavant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 13 Retirement Planning firms in Bedford, New Hampshire (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 331 South River Road, Bedford, NH, 03110 | $1,734,378,971 | 3608 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 10 Corporate Drive, Suite 2204 Bedford, NH, 03110 | $584,492,702 | 4 | 10 | A percentage of AUM, Performance Based |
| 3 | 3 Executive Park Drive, Suite 200 Bedford, NH, 03110 | $486,717,369 | 1035 | 20 | A percentage of AUM, Fixed fees |
| 4 | 40 South River Road, Bedford Place Unit 15 Bedford, NH, 03110 | $407,347,805 | 119 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1 Bedford Farms Dr, Suite 102 Bedford, NH, 03110 | $346,387,223 | 620 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 43 Constitution Drive, Bedford, NH, 03110 | $301,435,475 | 1318 | 122 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 360 Route 101, Suite 6, Bedford, NH, 03110 | $273,557,460 | 280 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| 8 | 3 Executive Park Drive, Suite 261 Bedford, NH, 03110 | $265,861,275 | 660 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 6 Bedford Farms Drive, Suite 112 Bedford, NH, 03110 | $225,082,765 | 680 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 264 South River Road, Suite 414 Bedford, NH, 03110 | $188,304,755 | 701 | 7 | A percentage of AUM |
| 11 | 1 Hardy Rd, #400 Bedford, NH, 03110 | $170,183,968 | 264 | 2 | A percentage of AUM, Fixed fees |
| 12 | 360 Route 101, Suite 1301 Bedford, NH, 03110 | $132,049,467 | 486 | 1 | A percentage of AUM, Fixed fees |
| 13 | 169 South River Road, Suite 17 Bedford, NH, 03110 | $128,487,946 | 509 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Bedford, New Hampshire
QualificationsFirm CRD# 105637
Assets Under Management $1,734,378,971
No. Of Clients3608
Clients Per Financial Advisor164
THE HARBOR GROUP, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3608 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 156954
Assets Under Management $584,492,702
No. Of Clients4
Clients Per Financial Advisor0
ALTERNA CAPITAL PARTNERS LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $584M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 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
QualificationsFirm CRD# 283439
Assets Under Management $486,717,369
No. Of Clients1035
Clients Per Financial Advisor52
MILESTONE FINANCIAL PLANNING, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $487M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1035 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 169894
Assets Under Management $407,347,805
No. Of Clients119
Clients Per Financial Advisor15
BROPHY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $407M assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 105666
Assets Under Management $346,387,223
No. Of Clients620
Clients Per Financial Advisor69
BCAS is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 620 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
- Hourly charges
- 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
QualificationsFirm CRD# 131406
Assets Under Management $301,435,475
No. Of Clients1318
Clients Per Financial Advisor11
NORTHEAST PLANNING ASSOCIATES, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1318 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (WHITE LABELING)
QualificationsFirm CRD# 139834
Assets Under Management $273,557,460
No. Of Clients280
Clients Per Financial Advisor47
THE EIDEARD GROUP, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 280 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (% OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (PORTFOLIO CONSULTING)
QualificationsFirm CRD# 323016
Assets Under Management $265,861,275
No. Of Clients660
Clients Per Financial Advisor73
AURELIUS FAMILY OFFICE, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 660 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (FINANCIAL CONSULTING SERVICES)
QualificationsFirm CRD# 286581
Assets Under Management $225,082,765
No. Of Clients680
Clients Per Financial Advisor136
ROBBINS FARLEY LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 680 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 168595
Assets Under Management $188,304,755
No. Of Clients701
Clients Per Financial Advisor100
COHEN INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 701 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 317091
Assets Under Management $170,183,968
No. Of Clients264
Clients Per Financial Advisor132
APEX WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 clients. The team consists of 2 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
QualificationsFirm CRD# 141899
Assets Under Management $132,049,467
No. Of Clients486
Clients Per Financial Advisor486
GRANITE STATE RETIREMENT PLANNING, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 486 clients. The team consists of 1 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
- Pesnsion consulting services
- Selection for other advisors
- Other (SEMINARS)
QualificationsFirm CRD# 124293
Assets Under Management $128,487,946
No. Of Clients509
Clients Per Financial Advisor127
BARTLEY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 509 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Retirement Planners Near You
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