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Find Retirement Advisors for Retirement Planning in Fairfield, 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 Fairfield, New Jersey
Last Updated - April 24, 2025Fairfield has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Fairfield, New Jersey have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Fairfield, New Jersey
VERIFIEDFrank 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDaniel 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDEric Mancini
CAIA®, CFP®, CFA®
Traphagen Financial Group
Qualifications
CRD# 5231486
Firm CRD# 107764
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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-Only, Hourly, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDan 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
VERIFIEDAltfest 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
VERIFIEDLouis 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
VERIFIEDCondor 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
VERIFIEDPeter 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
VERIFIEDDoug 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
VERIFIEDSmallwood 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
VERIFIEDJim 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
VERIFIEDAnthony 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
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
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, Flat Fee, 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 7 Retirement Planning firms in Fairfield, New Jersey (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 100 Passaic Avenue, Suite 300 Fairfield, NJ, 07004 | $9,176,052,784 | 22440 | 158 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 100 Passaic Avenue, Fairfield, NJ, 07004 | $1,180,745,837 | 3250 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 350 Passaic Avenue, Suite 201 Fairfield, NJ, 07004 | $650,035,096 | 2646 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 363 Route 46 West, Suite 300 Fairfield, NJ, 07004 | $636,061,688 | 817 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 271 Route 46w, Suite D105 Fairfield, NJ, 07004 | $172,200,000 | 490 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 100 Passaic Avenue, Fairfield, NJ, 07004 | $134,470,095 | 48 | 3 | A percentage of AUM, Fixed fees |
| 7 | 155 Passaic Ave, Suite 400 Fairfield, NJ, 07004 | $0 | 0 | 6 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Fairfield, New Jersey
QualificationsFirm CRD# 318366
Assets Under Management $9,176,052,784
No. Of Clients22440
Clients Per Financial Advisor142
BLEAKLEY FINANCIAL GROUP, LLC is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22440 clients. The team consists of 158 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (NON-INVESTMENT CONSULTING/IMPLEMENTATION SERVICES)
QualificationsFirm CRD# 128199
Assets Under Management $1,180,745,837
No. Of Clients3250
Clients Per Financial Advisor250
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3250 clients. The team consists of 13 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
- Other (BILL PAY SERVICES)
QualificationsFirm CRD# 307189
Assets Under Management $650,035,096
No. Of Clients2646
Clients Per Financial Advisor139
CORNERSTONE PLANNING GROUP is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $650M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2646 clients. The team consists of 19 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
- Education seminars/workshops
QualificationsFirm CRD# 298240
Assets Under Management $636,061,688
No. Of Clients817
Clients Per Financial Advisor82
KEY CLIENT FIDUCIARY ADVISORS, LLC is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $636M assets under management, the firm specializes in crafting personalized retirement planning solutions for 817 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
- 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
QualificationsFirm CRD# 325383
Assets Under Management $172,200,000
No. Of Clients490
Clients Per Financial Advisor98
PODELL FINANCIAL GROUP LLC is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 490 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
- Pesnsion consulting services
QualificationsFirm CRD# 165763
Assets Under Management $134,470,095
No. Of Clients48
Clients Per Financial Advisor16
CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 48 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
- Fixed fees
Financial Planning Services
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 332113
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
ARCHLIGHT WEALTH MANAGEMENT LLC is a financial advisory firm situated in Fairfield, New Jersey. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.