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

Last Updated - April 25, 2025

Chester has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Chester, New Jersey have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Chester, 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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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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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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Jim Kilcommons
CFP®
Princeton Global

Qualifications
CRD# 1340382
Firm CRD# 146644

Minimum Assets Required
$0

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

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Louis Green
CFP®, CPWA®, CFA®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor

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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advisor
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Doug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor
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Smallwood Wealth
CFP®, AIF®

Qualifications
Firm CRD# 288663
Series 7, 66

Minimum Assets Required
$150,000

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, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

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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Top 4 Retirement Planning firms in Chester, New Jersey (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

384 Main Street,
Chester, NJ, 07930-2528
$1,166,285,610405617
A percentage of AUM, Fixed fees
2

125 Maple Avenue,
Chester, NJ, 07930
$494,361,32655211
A percentage of AUM, Hourly charges, Fixed fees
3

31 Fairmount Ave., Suite 105
Chester, NJ, 07930
$173,312,3683282
A percentage of AUM, Hourly charges, Fixed fees
4

245 Main Street, Suite 205
Chester, NJ, 07930
$94,135,52567012
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Chester, New Jersey

QualificationsFirm CRD# 158248

Assets Under Management $1,166,285,610

No. Of Clients4056

Clients Per Financial Advisor239

PERSONAL CFO SOLUTIONS LLC is a financial advisory firm situated in Chester, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4056 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 108567

Assets Under Management $494,361,326

No. Of Clients552

Clients Per Financial Advisor50

COVENANT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Chester, New Jersey. With a nearly $494M assets under management, the firm specializes in crafting personalized retirement planning solutions for 552 clients. The team consists of 11 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
View Full Profile

QualificationsFirm CRD# 147111

Assets Under Management $173,312,368

No. Of Clients328

Clients Per Financial Advisor164

HIGH POINT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Chester, New Jersey. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 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
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 317291

Assets Under Management $94,135,525

No. Of Clients670

Clients Per Financial Advisor56

THE WEALTH BOUTIQUE is a financial advisory firm situated in Chester, New Jersey. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 670 clients. The team consists of 12 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
  • Selection for other advisors
View Full Profile

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