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Find Retirement Advisors for Retirement Planning in Fairport, New York

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 Fairport, New York

Last Updated - May 24, 2025

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.

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List of Qualified Retirement Planning Advisors in Fairport, New York

VERIFIED

Richard Dougherty
CFP^®, AIF^®
Echelon Wealth Advisors, LLC

Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66

Minimum Assets Required
$250,000

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Compensation/Fee

Fee-Based, Hourly, Commissions, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6500 Sheridan Drive,
Suite 110,
Amherst, NY 14221 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Fairport, New York (Ranked by AUM)

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

Information on Top Retirement Planning firms in Fairport, New York

MANNING & NAPIER ADVISORS, LLC

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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.

Fee Structure

A percentage of AUM
Other (MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

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MILESTONES PRIVATE INVESTMENT ADVISORS LLC

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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.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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GEOVEST ADVISORS INC

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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.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FINANCIAL ANALYSIS TO INSTITUTIONS)

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SAGE TREE WEALTH

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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.

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
Education seminars/workshops

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SEAWAY ADVISORS

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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.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses
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:

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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