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Find Retirement Advisors for Retirement Planning in Holmdel, New Jersey

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Finding the Best Retirement Planners in Holmdel, New Jersey

Last Updated - April 24, 2025

Holmdel has 22 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Holmdel, New Jersey have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Holmdel, New Jersey

VERIFIED

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

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

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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VERIFIED

Smallwood Wealth
CFP^®, AIF^®

Qualifications
Firm CRD# 288663
Series 7, 66

Minimum Assets Required
$150,000

Address

199 Broad Street,
Red Bank, NJ 07701 See Details

Advisory Services:

Compensation/Fee

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

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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VERIFIED

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

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

Address

1973 Washington Valley Road,
Martinsville, NJ 08836 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

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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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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Top 1 Retirement Planning firms in Holmdel, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	101 Crawfords Corner Road, Suite 1206 Holmdel, NJ, 07733	$6,040,388,802	37	47	A percentage of AUM, Performance Based, Other (COLLATERAL MANAGEMENT FEES)

Information on Top Retirement Planning firms in Holmdel, New Jersey

ZAIS GROUP

Find an Advisor

QualificationsFirm CRD# 108371

Assets Under Management $6,040,388,802

No. Of Clients37

Clients Per Financial Advisor1

ZAIS GROUP is a financial advisory firm situated in Holmdel, New Jersey. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 47 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (COLLATERAL MANAGEMENT FEES)

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

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Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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