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Find Retirement Advisors for Retirement Planning in Westerly, 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 Westerly, Rhode Island

Last Updated - April 25, 2025

Westerly has 6 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 Westerly, Rhode Island have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Westerly, Rhode Island

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

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1485 South County Trail,
Suite 101,
East Greenwich, RI 02818 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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

Find An Advisor

VERIFIED

WealthWise Capital Management Gandolfini & Associates LLC

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Address

2189 Silas Deane Highway,
Suite 14,
Rocky Hill, CT 06067 See Details

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, Based on Assets

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

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	9 Granite Street, Westerly, RI, 02891	$1,055,252,906	2350	17	A percentage of AUM, Hourly charges, Fixed fees
2	108 Airport Road - Suite 103, Westerly, RI, 02891	$414,000,000	3	3	A percentage of AUM, Other (CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER)
3	85 Beach Street, Westerly, RI, 02891	$224,998,015	1166	6	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
4	85 Beach Street, Building D Westerly, RI, 02891	$184,117,678	448	8	A percentage of AUM, Fixed fees
5	90 Beach Street, Westerly, RI, 02891	$156,839,830	308	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Westerly, Rhode Island

PROFESSIONAL PLANNING GROUP

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QualificationsFirm CRD# 108868

Assets Under Management $1,055,252,906

No. Of Clients2350

Clients Per Financial Advisor138

PROFESSIONAL PLANNING GROUP is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2350 clients. The team consists of 17 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
Selection for other advisors
Education seminars/workshops

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FENWAY PARTNERS, LLC

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QualificationsFirm CRD# 160630

Assets Under Management $414,000,000

No. Of Clients3

Clients Per Financial Advisor1

FENWAY PARTNERS, LLC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $414M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
Other (CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER)

Financial Planning Services

Portfolio management for pooled investment vehicles

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FIRST FINANCIAL ADVISORY SERVICES INC

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QualificationsFirm CRD# 105031

Assets Under Management $224,998,015

No. Of Clients1166

Clients Per Financial Advisor194

FIRST FINANCIAL ADVISORY SERVICES INC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1166 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
Commission Based

Financial Planning Services

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

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LIGHTHOUSE FINANCIAL MANAGEMENT, LLC

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QualificationsFirm CRD# 127748

Assets Under Management $184,117,678

No. Of Clients448

Clients Per Financial Advisor56

LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 448 clients. The team consists of 8 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

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NAPATREE CAPITAL LLC

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QualificationsFirm CRD# 292776

Assets Under Management $156,839,830

No. Of Clients308

Clients Per Financial Advisor51

NAPATREE CAPITAL LLC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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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