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Find Retirement Advisors for Retirement Planning in Saratoga Springs, 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 Saratoga Springs, New York

Last Updated - March 22, 2024

Saratoga Springs has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Saratoga Springs, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Saratoga Springs, New York

advisor-photo
vector.svg VERIFIED

J. Christopher (Chris) Aiello
JD
Aiello Wealth Management

Qualifications
CRD# 1763863
Firm CRD# 171070
Series 65

Minimum Assets Required
$15,000,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST

Qualifications
CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities.

Compensation/Fee

Commissions, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Saratoga Springs, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SHADE TREE ADVISORS LLC
19 Railroad Place, Suite 301
Saratoga Springs, NY, 12866
$619,010,7007350
A Percentage of AUM, Fixed Fees, Performance Based
2
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
21 Congress Street, Suite 203
Saratoga Springs, NY, 12866
$406,048,10123809
A Percentage of AUM, Hourly charges, Fixed Fees
3
CRESCENT HILL PARTNERS LLC
40 Long Alley,
Saratoga Springs, NY, 12866
$254,355,4944631
A Percentage of AUM, Fixed Fees
4
CONGRESS PARK CAPITAL LLC
57 Phila Street,
Saratoga Springs, NY, 12866
$240,821,6783363
A Percentage of AUM, Fixed Fees
5
QUARTZ PARTNERS INVESTMENT MANAGEMENT
19 Railroad Place, Suite 202
Saratoga Springs, NY, 12866
$239,096,806118922
A Percentage of AUM, Fixed Fees
6
CONTINUUM WEALTH ADVISORS, LLC
18 Division St., Suite 207b
Saratoga Springs, NY, 12866
$169,255,7856885
A Percentage of AUM
7
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC
60 Railroad Pl, Ste 104
Saratoga Springs, NY, 12866
$166,717,2943126
A Percentage of AUM, Hourly charges
8
COLLEY ASSET MANAGEMENT, INC.
358 Broadway Suite 204,
Saratoga Springs, NY, 12866
$154,333,3374361
A Percentage of AUM, Fixed Fees
9
STERLING MANOR FINANCIAL, LLC
18 Division Street, Suite 202
Saratoga Springs, NY, 12866
$151,538,0008973
A Percentage of AUM, Hourly charges, Fixed Fees
10
FAMILY CFO, LLC
130 Excelsior Ave, #410,
Saratoga Springs, NY, 12866
$94,910,6621722
A Percentage of AUM
11
SARATOGA WEALTH ADVISORS, LLC
340 Broadway, Third Floor,
Saratoga Springs, NY, 12866
$92,953,5932891
A Percentage of AUM, Hourly charges, Fixed Fees
12
SAGE HILL ADVISORY AND MANAGEMENT LLC
242 Nelson Ave, Suite 3
Saratoga Springs, NY, 12866
$60,277,439963
A Percentage of AUM, Hourly charges, Fixed Fees
13
LEE INVESTMENT MANAGEMENT LLC
63 Putnam St, Suite 202
Saratoga Springs, NY, 12866
$54,784,9521201
A Percentage of AUM, Hourly charges
14
WPM WEALTH ADVISORS LLC
63 Putnam Street, Suite 202
Saratoga Springs, NY, 12866
$40,834,0002393
A Percentage of AUM
15
ETICO WEALTH MANAGEMENT LLC
19 Railroad Place, Suite 202
Saratoga Springs, NY, 12866
$225,50722
A Percentage of AUM

Information on Top Retirement Planning firms in Saratoga Springs, New York

QualificationsFirm CRD# 289905

Assets Under Management $619,010,700

No. Of Clients73

Clients Per Financial Advisor1

SHADE TREE ADVISORS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $619M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 151237

Assets Under Management $406,048,101

No. Of Clients2380

Clients Per Financial Advisor264

MINICHMACGREGOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $406M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2380 clients. The team consists of 9 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
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 166276

Assets Under Management $254,355,494

No. Of Clients463

Clients Per Financial Advisor463

CRESCENT HILL PARTNERS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 1 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
View Full Profile

QualificationsFirm CRD# 150309

Assets Under Management $240,821,678

No. Of Clients336

Clients Per Financial Advisor112

CONGRESS PARK CAPITAL LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 336 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

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 174327

Assets Under Management $239,096,806

No. Of Clients1189

Clients Per Financial Advisor54

QUARTZ PARTNERS INVESTMENT MANAGEMENT is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 clients. The team consists of 22 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
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 152895

Assets Under Management $169,255,785

No. Of Clients688

Clients Per Financial Advisor138

CONTINUUM WEALTH ADVISORS, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 688 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108183

Assets Under Management $166,717,294

No. Of Clients312

Clients Per Financial Advisor52

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 312 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 111837

Assets Under Management $154,333,337

No. Of Clients436

Clients Per Financial Advisor436

COLLEY ASSET MANAGEMENT, INC. is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 clients. The team consists of 1 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 284218

Assets Under Management $151,538,000

No. Of Clients897

Clients Per Financial Advisor299

STERLING MANOR FINANCIAL, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 897 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 108891

Assets Under Management $94,910,662

No. Of Clients172

Clients Per Financial Advisor86

FAMILY CFO, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $95M assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 124529

Assets Under Management $92,953,593

No. Of Clients289

Clients Per Financial Advisor289

SARATOGA WEALTH ADVISORS, LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 clients. The team consists of 1 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 149365

Assets Under Management $60,277,439

No. Of Clients96

Clients Per Financial Advisor32

SAGE HILL ADVISORY AND MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $60M 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 120535

Assets Under Management $54,784,952

No. Of Clients120

Clients Per Financial Advisor120

LEE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $55M assets under management, the firm specializes in crafting personalized retirement planning solutions for 120 clients. The team consists of 1 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
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 316722

Assets Under Management $40,834,000

No. Of Clients239

Clients Per Financial Advisor80

WPM WEALTH ADVISORS LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $41M assets under management, the firm specializes in crafting personalized retirement planning solutions for 239 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
View Full Profile

QualificationsFirm CRD# 151046

Assets Under Management $225,507

No. Of Clients2

Clients Per Financial Advisor1

ETICO WEALTH MANAGEMENT LLC is a financial advisory firm situated in Saratoga Springs, New York. With a nearly $226K assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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