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

Last Updated - March 22, 2024

Parsippany has 13 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 Parsippany, New Jersey have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Parsippany, New Jersey

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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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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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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

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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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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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Eric 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

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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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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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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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SUMMIT FINANCIAL, LLC
4 Campus Drive,
Parsippany, NJ, 7054
$6,154,141,42111930226
A Percentage of AUM, Fixed Fees
2
SAX WEALTH ADVISORS, LLC
389 Interpace Parkway, Suite 3
Parsippany, NJ, 7054
$1,287,688,205266413
A Percentage of AUM, Hourly charges, Fixed Fees
3
SIGNET FINANCIAL MANAGEMENT, LLC
400 Interpace Parkway, Building C, 2nd Floor
Parsippany, NJ, 7054
$839,651,662194520
A Percentage of AUM, Hourly charges, Fixed Fees
4
HENNION & WALSH ASSET MANAGEMENT, INC.
2001 Route 46, Waterview Plaza
Parsippany, NJ, 7054
$379,709,431105670
A Percentage of AUM, Commission Based
5
ACCRETIVE WEALTH PARTNERS, LLC
1 Gatehall Drive, Suite 207
Parsippany, NJ, 7054
$262,838,2285013
A Percentage of AUM, Hourly charges, Fixed Fees
6
MRA ADVISORY GROUP
3799 Us Highway 46, Suite 100
Parsippany, NJ, 7054
$213,519,270120915
A Percentage of AUM, Fixed Fees
7
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
900 Lanidex Plaza - Suite 110,
Parsippany, NJ, 7054
$173,668,9958665
A Percentage of AUM, Hourly charges, Fixed Fees
8
VETERI PLACE CORPORATION
100 Lanidex Plaza, Suite 100
Parsippany, NJ, 7054
$169,973,57372
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Parsippany, New Jersey

QualificationsFirm CRD# 299322

Assets Under Management $6,154,141,421

No. Of Clients11930

Clients Per Financial Advisor53

SUMMIT FINANCIAL, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11930 clients. The team consists of 226 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 119193

Assets Under Management $1,287,688,205

No. Of Clients2664

Clients Per Financial Advisor205

SAX WEALTH ADVISORS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2664 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105310

Assets Under Management $839,651,662

No. Of Clients1945

Clients Per Financial Advisor97

SIGNET FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $840M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1945 clients. The team consists of 20 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 126236

Assets Under Management $379,709,431

No. Of Clients1056

Clients Per Financial Advisor15

HENNION & WALSH ASSET MANAGEMENT, INC. is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $380M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1056 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 299544

Assets Under Management $262,838,228

No. Of Clients501

Clients Per Financial Advisor167

ACCRETIVE WEALTH PARTNERS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $263M assets under management, the firm specializes in crafting personalized retirement planning solutions for 501 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 287933

Assets Under Management $213,519,270

No. Of Clients1209

Clients Per Financial Advisor81

MRA ADVISORY GROUP is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1209 clients. The team consists of 15 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
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 171967

Assets Under Management $173,668,995

No. Of Clients866

Clients Per Financial Advisor173

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 866 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
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 160664

Assets Under Management $169,973,573

No. Of Clients7

Clients Per Financial Advisor4

VETERI PLACE CORPORATION is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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

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