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Find Retirement Advisors for Retirement Planning in Fairport, New York

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.

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Finding the Best Retirement Planners in Fairport, New York

Last Updated - April 25, 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

advisor
vector.svg VERIFIED

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

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

Minimum Assets Required
$250,000

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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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

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 NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

290 Woodcliff Drive,
Fairport, NY, 14450
$18,487,109,2614447223
A percentage of AUM, Other (MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES)
2

375 Woodcliff Drive,
Fairport, NY, 14450
$175,299,4986823
A percentage of AUM, Fixed fees
3

245 Willowbrook Office Park, 1451 Pittsford Victor Rd
Fairport, NY, 14450-4221
$127,168,7792396
A percentage of AUM, Hourly charges, Fixed fees
4

10 East Church Street,
Fairport, NY, 14450
$58,437,0332592
A percentage of AUM, Hourly charges, Fixed fees
5

1387 Fairport Rd, Suite 640
Fairport, NY, 14450
$50,769,875963
A percentage of AUM

Information on Top Retirement Planning firms in Fairport, New York

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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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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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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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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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

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