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Find Retirement Advisors for Retirement Planning in Northfield, New Jersey

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Northfield, New Jersey

Last Updated - April 25, 2025

Northfield has 7 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 Northfield, New Jersey have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Northfield, New Jersey

VERIFIED

Eric Nelson
CEPA^®, CFP^®
Independence Wealth

Qualifications
CRD# 5885266
Firm CRD# 297032
Series 66

Minimum Assets Required
$500,000

Address

221 Laurel Road,
Suite 180,
Voorhees, NJ 08043 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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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

Find An Advisor

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

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	332 Tilton Road, Northfield, NJ, 08225	$1,200,689,624	3454	13	A percentage of AUM, Hourly charges, Fixed fees
2	1750 Zion Road, Suite 201 Northfield, NJ, 08225-1844	$998,895,518	179	24	A percentage of AUM
3	105 East Mill Road, Northfield, NJ, 08225-2553	$878,822,097	210	4	A percentage of AUM
4	1555 Zion Road, Suite 204 Northfield, NJ, 08225	$334,414,208	803	7	A percentage of AUM

Information on Top Retirement Planning firms in Northfield, New Jersey

CRA FINANCIAL SERVICES, L.L.C.

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QualificationsFirm CRD# 124004

Assets Under Management $1,200,689,624

No. Of Clients3454

Clients Per Financial Advisor266

CRA FINANCIAL SERVICES, L.L.C. is a financial advisory firm situated in Northfield, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3454 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

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TOEWS ASSET MANAGEMENT

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QualificationsFirm CRD# 106304

Assets Under Management $998,895,518

No. Of Clients179

Clients Per Financial Advisor7

TOEWS ASSET MANAGEMENT is a financial advisory firm situated in Northfield, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Education seminars/workshops

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QUANTUM CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 111083

Assets Under Management $878,822,097

No. Of Clients210

Clients Per Financial Advisor53

QUANTUM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Northfield, New Jersey. With a nearly $879M assets under management, the firm specializes in crafting personalized retirement planning solutions for 210 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

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NORTHSTAR ADVISORY GROUP, LLC

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QualificationsFirm CRD# 306850

Assets Under Management $334,414,208

No. Of Clients803

Clients Per Financial Advisor115

NORTHSTAR ADVISORY GROUP, LLC is a financial advisory firm situated in Northfield, New Jersey. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 803 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

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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