Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Fairport has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Fairport, New York have an average of 12 years of experience.
Richard Dougherty
CFP®, AIF®
Echelon Wealth Advisors, LLC
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$250,000
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
Fee-Based, Hourly, Commissions, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 290 Woodcliff Drive, Fairport, NY, 14450 | $18,487,109,261 | 4447 | 223 | A percentage of AUM, Other (MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES) |
2 | 375 Woodcliff Drive, Fairport, NY, 14450 | $175,299,498 | 682 | 3 | A percentage of AUM, Fixed fees |
3 | 245 Willowbrook Office Park, 1451 Pittsford Victor Rd Fairport, NY, 14450-4221 | $127,168,779 | 239 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 10 East Church Street, Fairport, NY, 14450 | $58,437,033 | 259 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 1387 Fairport Rd, Suite 640 Fairport, NY, 14450 | $50,769,875 | 96 | 3 | A percentage of AUM |
QualificationsFirm CRD# 105992
Assets Under Management $18,487,109,261
No. Of Clients4447
Clients Per Financial Advisor20
MANNING & NAPIER ADVISORS, LLC is a financial advisory firm situated in Fairport, New York. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4447 clients. The team consists of 223 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289116
Assets Under Management $175,299,498
No. Of Clients682
Clients Per Financial Advisor227
MILESTONES PRIVATE INVESTMENT ADVISORS LLC is a financial advisory firm situated in Fairport, New York. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 682 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105906
Assets Under Management $127,168,779
No. Of Clients239
Clients Per Financial Advisor40
GEOVEST ADVISORS INC is a financial advisory firm situated in Fairport, New York. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 239 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298951
Assets Under Management $58,437,033
No. Of Clients259
Clients Per Financial Advisor130
SAGE TREE WEALTH is a financial advisory firm situated in Fairport, New York. With a nearly $58M assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149745
Assets Under Management $50,769,875
No. Of Clients96
Clients Per Financial Advisor32
SEAWAY ADVISORS is a financial advisory firm situated in Fairport, New York. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 96 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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