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Find Retirement Advisors for Retirement Planning in Melville, 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 you 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 registrations check. 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 Melville, New York
Last Updated - April 17, 2024Melville has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Melville, New York have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Melville, New York
VERIFIEDJohn Patsy
CLTC®, CFP®, RICP®
LPL Financial
Qualifications
CRD# 2772152
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDMasa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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.
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Melville, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GM ADVISORY GROUP, INC. 400 Broadhollow Road, Suite 301 Melville, NY, 11747 | $2,514,704,958 | 1938 | 49 | A Percentage of AUM, Fixed Fees, Other (WRAP FEE) |
| 2 | THE WEALTH ALLIANCE, LLC 105 Broadhollow Road, Melville, NY, 11747 | $1,476,685,246 | 3629 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | J.J. BURNS & COMPANY 225 Broadhollow Road, Suite 410 Melville, NY, 11747 | $700,297,449 | 1601 | 11 | A Percentage of AUM, Fixed Fees |
| 4 | FRISCH FINANCIAL GROUP, INC. 445 Broad Hollow Road, Suite 215 Melville, NY, 11747 | $591,563,808 | 1460 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | COMPASS ADVISORS 155 Pinelawn Road, Suite 210 N Melville, NY, 11747 | $392,312,142 | 896 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | ACCRUED EQUITIES INC. 150 Broadhollow Rd.,, Suite Ph-02 Melville, NY, 11747 | $378,630,909 | 1 | 5 | A Percentage of AUM |
| 7 | HELLER WEALTH MANAGEMENT 225 Broadhollow Road, Suite 215 Melville, NY, 11747 | $301,519,356 | 637 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | PROSPECT FINANCIAL SERVICES LLC 445 Broad Hollow Road, Suite Cl-43 Melville, NY, 11747 | $228,707,659 | 884 | 11 | A Percentage of AUM, Fixed Fees |
| 9 | PIERMONT WEALTH MANAGEMENT INC. 48 S. Service Road, Suite 102 Melville, NY, 11747 | $216,674,379 | 417 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | LANDMARK WEALTH MANAGEMENT, LLC 95 Broadhollow Road, Suite 102, Melville, NY, 11747 | $213,378,431 | 655 | 4 | A Percentage of AUM, Hourly charges |
| 11 | CLEAR POINT ADVISORS, INC. 1 Huntington Quadrangle, Suite 1s01 Melville, NY, 11747 | $191,539,122 | 150 | 4 | A Percentage of AUM, Hourly charges |
| 12 | APS WEALTH MANAGEMENT, LLC 1 Huntington Quadrangle, Suite 3n03 Melville, NY, 11747 | $189,868,515 | 270 | 6 | A Percentage of AUM, Fixed Fees |
| 13 | FCCI CONSULTING, LLC 135 Pinelawn Road, Suite 110 South Melville, NY, 11747 | $174,751,115 | 3 | 4 | A Percentage of AUM, Performance Based |
| 14 | LANTERN WEALTH ADVISORS, LLC 35 Pinelawn Road, Suite 101e Melville, NY, 11747 | $174,623,891 | 214 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | PELKONEN AND ASSOCIATES LLC 425 Broadhollow Road, Suite 112 Melville, NY, 11747 | $169,484,698 | 787 | 3 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Melville, New York
QualificationsFirm CRD# 147592
Assets Under Management $2,514,704,958
No. Of Clients1938
Clients Per Financial Advisor40
GM ADVISORY GROUP, INC. is a financial advisory firm situated in Melville, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1938 clients. The team consists of 49 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (WRAP FEE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 305052
Assets Under Management $1,476,685,246
No. Of Clients3629
Clients Per Financial Advisor173
THE WEALTH ALLIANCE, LLC is a financial advisory firm situated in Melville, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3629 clients. The team consists of 21 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 140452
Assets Under Management $700,297,449
No. Of Clients1601
Clients Per Financial Advisor146
J.J. BURNS & COMPANY is a financial advisory firm situated in Melville, New York. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1601 clients. The team consists of 11 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 126524
Assets Under Management $591,563,808
No. Of Clients1460
Clients Per Financial Advisor104
FRISCH FINANCIAL GROUP, INC. is a financial advisory firm situated in Melville, New York. With a nearly $592M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1460 clients. The team consists of 14 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 288256
Assets Under Management $392,312,142
No. Of Clients896
Clients Per Financial Advisor149
COMPASS ADVISORS is a financial advisory firm situated in Melville, New York. With a nearly $392M assets under management, the firm specializes in crafting personalized retirement planning solutions for 896 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
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 13452
Assets Under Management $378,630,909
No. Of Clients1
Clients Per Financial Advisor0
ACCRUED EQUITIES INC. is a financial advisory firm situated in Melville, New York. With a nearly $379M 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 124261
Assets Under Management $301,519,356
No. Of Clients637
Clients Per Financial Advisor91
HELLER WEALTH MANAGEMENT is a financial advisory firm situated in Melville, New York. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 637 clients. The team consists of 7 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 314154
Assets Under Management $228,707,659
No. Of Clients884
Clients Per Financial Advisor80
PROSPECT FINANCIAL SERVICES LLC is a financial advisory firm situated in Melville, New York. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 884 clients. The team consists of 11 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 119376
Assets Under Management $216,674,379
No. Of Clients417
Clients Per Financial Advisor104
PIERMONT WEALTH MANAGEMENT INC. is a financial advisory firm situated in Melville, New York. With a nearly $217M assets under management, the firm specializes in crafting personalized retirement planning solutions for 417 clients. The team consists of 4 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 158693
Assets Under Management $213,378,431
No. Of Clients655
Clients Per Financial Advisor164
LANDMARK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Melville, New York. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 655 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111775
Assets Under Management $191,539,122
No. Of Clients150
Clients Per Financial Advisor38
CLEAR POINT ADVISORS, INC. is a financial advisory firm situated in Melville, New York. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 150 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 298233
Assets Under Management $189,868,515
No. Of Clients270
Clients Per Financial Advisor45
APS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Melville, New York. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 270 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 111457
Assets Under Management $174,751,115
No. Of Clients3
Clients Per Financial Advisor1
FCCI CONSULTING, LLC is a financial advisory firm situated in Melville, New York. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 147420
Assets Under Management $174,623,891
No. Of Clients214
Clients Per Financial Advisor15
LANTERN WEALTH ADVISORS, LLC is a financial advisory firm situated in Melville, New York. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 214 clients. The team consists of 14 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 305933
Assets Under Management $169,484,698
No. Of Clients787
Clients Per Financial Advisor262
PELKONEN AND ASSOCIATES LLC is a financial advisory firm situated in Melville, New York. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 787 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
- Portfolio Management for Individuals
- Selection of Other Advisors
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