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Find Retirement Advisors for Retirement Planning in Westerly, 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 Westerly, Rhode Island
Last Updated - April 12, 2024Westerly has 5 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 28 years of experience.
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List of Qualified Retirement Planning Advisors in Westerly, Rhode Island
VERIFIEDRobert Henderson
CFP®
Lansdowne Wealth Management, LLC
Qualifications
CRD# 5089860
Firm CRD# 155422
Series 63, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only, 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
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
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 5 Retirement Planning firms in Westerly, Rhode Island (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PROFESSIONAL PLANNING GROUP 9 Granite Street, Westerly, RI, 2891 | $937,180,405 | 2378 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | FENWAY PARTNERS, LLC 108 Airport Road - Suite 103, Westerly, RI, 2891 | $219,000,000 | 3 | 3 | A Percentage of AUM, Other (CARRIED INTEREST PAID TO FUNDS GENERAL PARTNER/MANAGING PARTNER) |
| 3 | FIRST FINANCIAL ADVISORY SERVICES INC 85 Beach Street, Westerly, RI, 2891 | $198,000,900 | 1291 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 4 | NAPATREE CAPITAL LLC 90 Beach Street, Westerly, RI, 2891 | $170,187,900 | 295 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC 85 Beach Street, Building D Westerly, RI, 2891 | $158,088,598 | 462 | 4 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Westerly, Rhode Island
QualificationsFirm CRD# 108868
Assets Under Management $937,180,405
No. Of Clients2378
Clients Per Financial Advisor132
PROFESSIONAL PLANNING GROUP is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $937M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2378 clients. The team consists of 18 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 160630
Assets Under Management $219,000,000
No. Of Clients3
Clients Per Financial Advisor1
FENWAY PARTNERS, LLC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $219M 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
QualificationsFirm CRD# 105031
Assets Under Management $198,000,900
No. Of Clients1291
Clients Per Financial Advisor215
FIRST FINANCIAL ADVISORY SERVICES INC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1291 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 292776
Assets Under Management $170,187,900
No. Of Clients295
Clients Per Financial Advisor59
NAPATREE CAPITAL LLC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 295 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 127748
Assets Under Management $158,088,598
No. Of Clients462
Clients Per Financial Advisor116
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Westerly, Rhode Island. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 462 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
Retirement Planners Near You
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