Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
West Warwick has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in West Warwick, Rhode Island have an average of 31 years of experience.
Ronald Newton
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
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
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.
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified.
Not Specified
Jordan Cohne
RICP®
Prudential
Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
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, Insurance Products & Annuities.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CAPITAL WEALTH MANAGEMENT, LLC 1300 Division Road, Suite 203 West Warwick, RI, 2893 | $772,494,203 | 551 | 17 | A Percentage of AUM, Fixed Fees |
2 | ELIOT ROSE WEALTH MANAGEMENT, LLC 1300 Division Road, Suite 301 West Warwick, RI, 2893 | $113,724,459 | 328 | 4 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 157959
Assets Under Management $772,494,203
No. Of Clients551
Clients Per Financial Advisor32
CAPITAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Warwick, Rhode Island. With a nearly $772M assets under management, the firm specializes in crafting personalized retirement planning solutions for 551 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 120465
Assets Under Management $113,724,459
No. Of Clients328
Clients Per Financial Advisor82
ELIOT ROSE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Warwick, Rhode Island. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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