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Find Retirement Advisors for Retirement Planning in Smithtown, 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 Smithtown, New York
Last Updated - April 19, 2024Smithtown has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Smithtown, New York have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Smithtown, 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
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
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
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Top 3 Retirement Planning firms in Smithtown, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ARCADIA WEALTH MANAGEMENT 10 Edgewood Avenue, Smithtown, NY, 11787 | $218,774,340 | 856 | 6 | A Percentage of AUM, Hourly charges |
| 2 | GLADOWSKY CAPITAL MANAGEMENT CORP 18 Manor Road, Smithtown, NY, 11787 | $146,218,088 | 968 | 4 | A Percentage of AUM, Other (REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS) |
| 3 | DRAPER ASSET MANAGEMENT, LLC 116 Terry Road, Floor 1 Smithtown, NY, 11787 | $119,854,769 | 3013 | 3 | A Percentage of AUM, Fixed Fees, Performance Based |
Information on Top Retirement Planning firms in Smithtown, New York
QualificationsFirm CRD# 165504
Assets Under Management $218,774,340
No. Of Clients856
Clients Per Financial Advisor143
ARCADIA WEALTH MANAGEMENT is a financial advisory firm situated in Smithtown, New York. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 856 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
- Pension Consulting Services
QualificationsFirm CRD# 45287
Assets Under Management $146,218,088
No. Of Clients968
Clients Per Financial Advisor242
GLADOWSKY CAPITAL MANAGEMENT CORP is a financial advisory firm situated in Smithtown, New York. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 968 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
- Other (REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS)
Financial Planning Services
- Selection of Other Advisors
QualificationsFirm CRD# 148136
Assets Under Management $119,854,769
No. Of Clients3013
Clients Per Financial Advisor1004
DRAPER ASSET MANAGEMENT, LLC is a financial advisory firm situated in Smithtown, New York. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3013 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
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