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Find Retirement Advisors for Retirement Planning in Newport, Rhode Island

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 Newport, Rhode Island

Last Updated - July 10, 2024

Newport has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Newport, Rhode Island have an average of 35 years of experience.

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List of Qualified Retirement Planning Advisors in Newport, Rhode Island

advisor-photo
vector.svg VERIFIED

John Finn
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
Finn and Meehan Wealth Management

Qualifications
CRD# 1505858
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo
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Ronald Newton
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 4 Retirement Planning firms in Newport, Rhode Island (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
YOUNG RICHARD C & CO LTD
98 William Street,
Newport, RI, 2840
$1,364,907,841192614
A Percentage of AUM
2
SLOCUM, GORDON & CO. LLP
39 Mill Street,
Newport, RI, 2840
$241,322,6702645
A Percentage of AUM, Hourly charges
3
TRANSWESTERN CAPITAL ADVISORS, LLC
37 Bellevue Avenue,
Newport, RI, 2840
$117,186,81321
A Percentage of AUM, Fixed Fees
4
MERLIN ASSET MANAGEMENT
449 Thames Street, Suite 301 A
Newport, RI, 2840
$51,862,718501
A Percentage of AUM

Information on Top Retirement Planning firms in Newport, Rhode Island

QualificationsFirm CRD# 105866

Assets Under Management $1,364,907,841

No. Of Clients1926

Clients Per Financial Advisor138

YOUNG RICHARD C & CO LTD is a financial advisory firm situated in Newport, Rhode Island. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1926 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 104929

Assets Under Management $241,322,670

No. Of Clients264

Clients Per Financial Advisor53

SLOCUM, GORDON & CO. LLP is a financial advisory firm situated in Newport, Rhode Island. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 264 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
  • Hourly charges

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 141605

Assets Under Management $117,186,813

No. Of Clients2

Clients Per Financial Advisor2

TRANSWESTERN CAPITAL ADVISORS, LLC is a financial advisory firm situated in Newport, Rhode Island. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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

  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 284790

Assets Under Management $51,862,718

No. Of Clients50

Clients Per Financial Advisor50

MERLIN ASSET MANAGEMENT is a financial advisory firm situated in Newport, Rhode Island. With a nearly $52M assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 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

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
View Full Profile

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