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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 - April 19, 2024Newport 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
VERIFIEDJohn 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
VERIFIEDRonald 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
VERIFIED Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDAllworth 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Newport, Rhode Island (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | YOUNG RICHARD C & CO LTD 98 William Street, Newport, RI, 2840 | $1,364,907,841 | 1926 | 14 | A Percentage of AUM |
| 2 | SLOCUM, GORDON & CO. LLP 39 Mill Street, Newport, RI, 2840 | $241,322,670 | 264 | 5 | A Percentage of AUM, Hourly charges |
| 3 | TRANSWESTERN CAPITAL ADVISORS, LLC 37 Bellevue Avenue, Newport, RI, 2840 | $117,186,813 | 2 | 1 | A Percentage of AUM, Fixed Fees |
| 4 | MERLIN ASSET MANAGEMENT 449 Thames Street, Suite 301 A Newport, RI, 2840 | $51,862,718 | 50 | 1 | 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
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
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
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
Retirement Planners Near You
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