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Find Retirement Advisors for Retirement Planning in Warwick, Rhode Island

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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 registration checks. 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 Warwick, Rhode Island

Last Updated - May 15, 2025

Warwick has 7 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 Warwick, Rhode Island have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Warwick, Rhode Island

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

BSA Wealth Advisors
LUTCF^®

Qualifications
CRD# 4712368
Firm CRD# 11869
Series 7, 66

Minimum Assets Required
Not Specified

Address

7 Main Street,
North Kingstown, RI 02852 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based

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VERIFIED

Northeast Investment Services

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Address

555 Pleasant st suite 103,
Attleboro, MA 02703 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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VERIFIED

Jordan Cohne
RICP^®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Address

448 Turnpike Street,
Suite 1-G-A,
South Easton, MA 02375 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

720 University Avenue,
Suite 230,
Norwood, MA 02062 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Address

80 William Street,
Suite 260,
Wellesley, MA 02481 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money 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

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Warwick, Rhode Island (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1287 Post Road, Warwick, RI, 02888	$333,685,267	153	3	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2	117 Metro Center Boulevard, Suite 2006 Warwick, RI, 02886	$331,251,085	691	5	A percentage of AUM
3	1287 Post Road, Warwick, RI, 02888	$278,833,631	1248	4	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
4	931 Jefferson Blvd., Suite 2005 Warwick, RI, 02886-2213	$242,343,248	834	6	A percentage of AUM, Hourly charges, Fixed fees
5	70 Jefferson Blvd, 4th Floor Warwick, RI, 02888	$209,109,584	1076	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Warwick, Rhode Island

MYSTIC ASSET MANAGEMENT

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QualificationsFirm CRD# 170361

Assets Under Management $333,685,267

No. Of Clients153

Clients Per Financial Advisor51

MYSTIC ASSET MANAGEMENT is a financial advisory firm situated in Warwick, Rhode Island. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 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
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (TRUST ACCOUNT MANAGEMENT)

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ARLEN CAPITAL, LLC

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QualificationsFirm CRD# 118113

Assets Under Management $331,251,085

No. Of Clients691

Clients Per Financial Advisor138

ARLEN CAPITAL, LLC is a financial advisory firm situated in Warwick, Rhode Island. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 691 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

Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC.

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QualificationsFirm CRD# 108705

Assets Under Management $278,833,631

No. Of Clients1248

Clients Per Financial Advisor312

THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. is a financial advisory firm situated in Warwick, Rhode Island. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1248 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
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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FINANCIAL INDEPENDENCE, LLC

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QualificationsFirm CRD# 150515

Assets Under Management $242,343,248

No. Of Clients834

Clients Per Financial Advisor139

FINANCIAL INDEPENDENCE, LLC is a financial advisory firm situated in Warwick, Rhode Island. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 834 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

DIVERSIFIED RESOURCES, LLC

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QualificationsFirm CRD# 31346

Assets Under Management $209,109,584

No. Of Clients1076

Clients Per Financial Advisor179

DIVERSIFIED RESOURCES, LLC is a financial advisory firm situated in Warwick, Rhode Island. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1076 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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