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Find Retirement Advisors for Retirement Planning in Hauppauge, 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 Hauppauge, New York

Last Updated - June 6, 2026

Hauppauge has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Hauppauge, New York have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Hauppauge, New York

Top 6 Retirement Planning firms in Hauppauge, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1373 Veterans Highway, Suite 10 Hauppauge, NY, 11788	$3,492,215,000	2081	5	A percentage of AUM, Fixed fees
2	200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788	$819,985,389	3279	26	A percentage of AUM, Fixed fees
3	200 Parkway Drive South, Suite 200 Hauppauge, NY, 11788	$750,403,368	1	5	A percentage of AUM, Fixed fees
4	330 Motor Parkway, Hauppauge, NY, 11788	$228,956,702	597	6	A percentage of AUM, Hourly charges, Fixed fees, Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS)
5	205 Oser Ave, Hauppauge, NY, 11788	$138,817,638	296	18	A percentage of AUM
6	350 Motor Parkway, Suite 205 Hauppauge, NY, 11788	$55,400,000	163	5	A percentage of AUM, Other (INTEREST SHARING ON CREDIT BALANCES)

Information on Top Retirement Planning firms in Hauppauge, New York

CFM ADVISORS INC

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QualificationsFirm CRD# 111581

Assets Under Management $3,492,215,000

No. Of Clients2081

Clients Per Financial Advisor416

CFM ADVISORS INC is a financial advisory firm situated in Hauppauge, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2081 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
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

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LEBENTHAL GLOBAL ADVISORS, LLC

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QualificationsFirm CRD# 283303

Assets Under Management $819,985,389

No. Of Clients3279

Clients Per Financial Advisor126

LEBENTHAL GLOBAL ADVISORS, LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $820M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3279 clients. The team consists of 26 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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LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.

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QualificationsFirm CRD# 167243

Assets Under Management $750,403,368

No. Of Clients1

Clients Per Financial Advisor0

LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Fixed fees

Financial Planning Services

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

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NESTEGG ADVISORS, INC.

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QualificationsFirm CRD# 125878

Assets Under Management $228,956,702

No. Of Clients597

Clients Per Financial Advisor100

NESTEGG ADVISORS, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 597 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
Other (CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

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PARTNERS CAPITAL SERVICES, INC.

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QualificationsFirm CRD# 127621

Assets Under Management $138,817,638

No. Of Clients296

Clients Per Financial Advisor16

PARTNERS CAPITAL SERVICES, INC. is a financial advisory firm situated in Hauppauge, New York. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 clients. The team consists of 18 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
Selection for other advisors

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MADISON GLOBAL ADVISORS LLC

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QualificationsFirm CRD# 288894

Assets Under Management $55,400,000

No. Of Clients163

Clients Per Financial Advisor33

MADISON GLOBAL ADVISORS LLC is a financial advisory firm situated in Hauppauge, New York. With a nearly $55M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 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
Other (INTEREST SHARING ON CREDIT BALANCES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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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