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Find Retirement Advisors for Retirement Planning in Bedminster, New Jersey

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 Bedminster, New Jersey

Last Updated - March 21, 2024

Bedminster has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Bedminster, New Jersey have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Bedminster, New Jersey

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Condor Capital Wealth Management
CFP®, CIMA®, EA, CFA®, CDFA®

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

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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Ryan Woodring
CFP®
Heritage Investment Partners, LLP / LPL Financial Advisor

Qualifications
CRD# 4595724
Firm CRD# 6413
Series 7, 31, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based

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Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Joseph Franciscone
Apollo Financial Advisors

Qualifications
CRD# 2956961
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, 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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Scott Schwartz
CFP®
Bleakley Financial

Qualifications
CRD# 1315182
Firm CRD# 318366
Series 7, 63, 66

Minimum Assets Required
$500,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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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

advisor-photo

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, 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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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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Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.

Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Minimum Assets Required
$0

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

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 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

Top 6 Retirement Planning firms in Bedminster, New Jersey (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
IC ADVISORY SERVICES, INC.
1420 Route 206 North, Suite 210
Bedminster, NJ, 7921
$1,789,667,5955736225
A Percentage of AUM, Hourly charges, Fixed Fees
2
IBEX WEALTH ADVISORS, LLC
135 Us Highway 202 206, Suite 4
Bedminster, NJ, 7921
$554,768,3209769
A Percentage of AUM, Hourly charges, Fixed Fees
3
PARISI GRAY WEALTH MANAGEMENT, LLC
350 Main Street, Suite 1
Bedminster, NJ, 7921
$483,686,6259625
A Percentage of AUM
4
HERITAGE FINANCIAL COUNSELORS, LLC
442 Main Street (Route 202),
Bedminster, NJ, 7921
$151,690,3293754
A Percentage of AUM, Fixed Fees
5
PRIVATE CLIENT GROUP ASSET MANAGEMENT
376 Main Street, Suite 200
Bedminster, NJ, 7921
$113,834,0672303
A Percentage of AUM, Hourly charges, Fixed Fees
6
WP ASSET MANAGEMENT
302 Us-202,
Bedminster, NJ, 7921
$111,234,0543171
A Percentage of AUM, Fixed Fees, Other (SELECTION OF OTHER ADVISERS FEES)

Information on Top Retirement Planning firms in Bedminster, New Jersey

QualificationsFirm CRD# 140190

Assets Under Management $1,789,667,595

No. Of Clients5736

Clients Per Financial Advisor25

IC ADVISORY SERVICES, INC. is a financial advisory firm situated in Bedminster, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5736 clients. The team consists of 225 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 168674

Assets Under Management $554,768,320

No. Of Clients976

Clients Per Financial Advisor108

IBEX WEALTH ADVISORS, LLC is a financial advisory firm situated in Bedminster, New Jersey. With a nearly $555M assets under management, the firm specializes in crafting personalized retirement planning solutions for 976 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 286388

Assets Under Management $483,686,625

No. Of Clients962

Clients Per Financial Advisor192

PARISI GRAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bedminster, New Jersey. With a nearly $484M assets under management, the firm specializes in crafting personalized retirement planning solutions for 962 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 288232

Assets Under Management $151,690,329

No. Of Clients375

Clients Per Financial Advisor94

HERITAGE FINANCIAL COUNSELORS, LLC is a financial advisory firm situated in Bedminster, New Jersey. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 375 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 148208

Assets Under Management $113,834,067

No. Of Clients230

Clients Per Financial Advisor77

PRIVATE CLIENT GROUP ASSET MANAGEMENT is a financial advisory firm situated in Bedminster, New Jersey. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 279034

Assets Under Management $111,234,054

No. Of Clients317

Clients Per Financial Advisor317

WP ASSET MANAGEMENT is a financial advisory firm situated in Bedminster, New Jersey. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 317 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
  • Other (SELECTION OF OTHER ADVISERS FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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