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 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.
Mount Kisco has 11 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 Mount Kisco, New York have an average of 19 years of experience.
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Peter Levine
CFP®, CLU®, ChFC®
Ameriprise Financial Services, LLC
Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Walter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Matt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee, Based on Assets
Jennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | KOHLBERG & COMPANY 111 Radio Circle, Mount Kisco, NY, 10549 | $11,829,124,266 | 30 | 76 | A Percentage of AUM, Other (CARRIED INTEREST AND PERCENTAGE OF INVESTED CAPITAL) |
2 | OLYMPUS CAPITAL HOLDINGS ASIA LLC 100 South Bedford Rd, Suite 340 #305 Mount Kisco, NY, 10549 | $1,283,118,389 | 27 | 37 | A Percentage of AUM, Performance Based |
3 | EDENBROOK CAPITAL, LLC 116 Radio Circle, Suite 202 Mount Kisco, NY, 10549 | $318,605,314 | 2 | 4 | A Percentage of AUM, Performance Based |
4 | CLARITY INVESTMENTS + PLANNING LLC 118 North Bedford Road, Suite 100 Mount Kisco, NY, 10549 | $96,455,758 | 271 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | MAIN STREET FINANCIAL 359 E. Main Street, Suite 4a Mount Kisco, NY, 10549 | $58,375,477 | 253 | 4 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 160745
Assets Under Management $11,829,124,266
No. Of Clients30
Clients Per Financial Advisor0
KOHLBERG & COMPANY is a financial advisory firm situated in Mount Kisco, New York. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157522
Assets Under Management $1,283,118,389
No. Of Clients27
Clients Per Financial Advisor1
OLYMPUS CAPITAL HOLDINGS ASIA LLC is a financial advisory firm situated in Mount Kisco, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283465
Assets Under Management $318,605,314
No. Of Clients2
Clients Per Financial Advisor1
EDENBROOK CAPITAL, LLC is a financial advisory firm situated in Mount Kisco, New York. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148888
Assets Under Management $96,455,758
No. Of Clients271
Clients Per Financial Advisor136
CLARITY INVESTMENTS + PLANNING LLC is a financial advisory firm situated in Mount Kisco, New York. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 271 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118130
Assets Under Management $58,375,477
No. Of Clients253
Clients Per Financial Advisor63
MAIN STREET FINANCIAL is a financial advisory firm situated in Mount Kisco, New York. With a nearly $58M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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