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

Last Updated - April 2, 2026

Shrewsbury has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Shrewsbury, New Jersey have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Shrewsbury, New Jersey

VERIFIED

Douglas Lyons
CFP^®, CFA^®, CDFA^®
Oceanic Capital Management LLC

Qualifications
CRD# 1612316
Firm CRD# 146135

Minimum Assets Required
$250,000

Address

125 Half Mile Road,
Suite 200,
Red Bank, NJ 07701 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, 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

Doug Frew
AWMA^®, CFP^®, CFP^®, ChFC^®, AWMA^®, ChFC^®
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, Based on Assets

Find An Advisor

VERIFIED

John Cultrera
CFP^®
SouthHampton Wealth Management

Qualifications
CRD# 6090243
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
Not Specified

Address

337 Bay 11th st.,
Brooklyn, NY 11228 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Retirable, Inc.

Qualifications
Firm CRD# 307472

Minimum Assets Required
Not Specified

Address

41 East 11th Street,
New York, NY 10003 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Flat Fee, Based on Assets

Find An Advisor

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

Find An Advisor

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

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

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

Minimum Assets Required
$250,000

Address

300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054 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

Find An Advisor

Top 2 Retirement Planning firms in Shrewsbury, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	595 Shrewsbury Avenue, Suite 203 Shrewsbury, NJ, 07702	$5,965,291,235	11	16	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2	494 Sycamore Avenue, Suite 100 Shrewsbury, NJ, 07702	$3,177,963,477	33	2	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENT OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT; REFERRAL FEE)

Information on Top Retirement Planning firms in Shrewsbury, New Jersey

SKYVIEW INVESTMENT ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 286353

Assets Under Management $5,965,291,235

No. Of Clients11

Clients Per Financial Advisor1

SKYVIEW INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Shrewsbury, New Jersey. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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NPPG PLAN PROFESSIONALS, LLC

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QualificationsFirm CRD# 324646

Assets Under Management $3,177,963,477

No. Of Clients33

Clients Per Financial Advisor17

NPPG PLAN PROFESSIONALS, LLC is a financial advisory firm situated in Shrewsbury, New Jersey. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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
Other (PERCENT OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT; REFERRAL FEE)

Financial Planning Services

Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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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