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Find Retirement Advisors for Retirement Planning in Chatham, 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 Chatham, New Jersey

Last Updated - March 22, 2024

Chatham has 14 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 Chatham, New Jersey have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Chatham, New Jersey

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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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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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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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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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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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Daniel R. Martin
CFP®, AIF®
D.R. Martin and Associates

Qualifications
CRD# 4594651
Firm CRD# 39543
Series 7, 31, 66

Minimum Assets Required
$250,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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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

Top 8 Retirement Planning firms in Chatham, New Jersey (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CHATHAM ASSET MANAGEMENT, LLC
26 Main Street, Suite 204
Chatham, NJ, 7928
$9,858,042,1751322
A Percentage of AUM, Performance Based
2
GLACIER PEAK CAPITAL MANAGEMENT, LLC
39 Main Street,
Chatham, NJ, 7928
$5,360,613,91476
Performance Based
3
SEELAUS ASSET MANAGEMENT, LLC
26 Main Street, Suite 304
Chatham, NJ, 7928
$1,071,837,21952629
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
4
TWIN OAKS PARTNERS
One Main Street, Suite 202,
Chatham, NJ, 07928-2426
$573,618,08122
A Percentage of AUM, Performance Based
5
HAMEL ASSOCIATES,INC.
24 Washington Avenue,
Chatham, NJ, 7928
$480,669,9782428
A Percentage of AUM, Fixed Fees
6
CHATHAM WEALTH MANAGEMENT
10 Townsquare, Suite 100
Chatham, NJ, 7928
$411,442,3553155
A Percentage of AUM
7
SELKIRK MANAGEMENT, LLC
One Main Street, Suite 202,
Chatham, NJ, 7928
$163,792,59214
A Percentage of AUM, Performance Based
8
SOLARIA MANAGEMENT LP
41 Runnymede Road,
Chatham, NJ, 7928
$47,465,35012
Fixed Fees

Information on Top Retirement Planning firms in Chatham, New Jersey

QualificationsFirm CRD# 157517

Assets Under Management $9,858,042,175

No. Of Clients13

Clients Per Financial Advisor1

CHATHAM ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 164409

Assets Under Management $5,360,613,914

No. Of Clients7

Clients Per Financial Advisor1

GLACIER PEAK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Performance Based

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 149582

Assets Under Management $1,071,837,219

No. Of Clients526

Clients Per Financial Advisor18

SEELAUS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 526 clients. The team consists of 29 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 161896

Assets Under Management $573,618,081

No. Of Clients2

Clients Per Financial Advisor1

TWIN OAKS PARTNERS is a financial advisory firm situated in Chatham, New Jersey. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 107128

Assets Under Management $480,669,978

No. Of Clients242

Clients Per Financial Advisor30

HAMEL ASSOCIATES,INC. is a financial advisory firm situated in Chatham, New Jersey. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 242 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
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 111987

Assets Under Management $411,442,355

No. Of Clients315

Clients Per Financial Advisor63

CHATHAM WEALTH MANAGEMENT is a financial advisory firm situated in Chatham, New Jersey. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 315 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
View Full Profile

QualificationsFirm CRD# 162808

Assets Under Management $163,792,592

No. Of Clients1

Clients Per Financial Advisor0

SELKIRK MANAGEMENT, LLC is a financial advisory firm situated in Chatham, New Jersey. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 325252

Assets Under Management $47,465,350

No. Of Clients1

Clients Per Financial Advisor1

SOLARIA MANAGEMENT LP is a financial advisory firm situated in Chatham, New Jersey. With a nearly $47M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

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