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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 - July 10, 2024

Westerly 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 Westerly, Rhode Island have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Westerly, Rhode Island

advisor-photo
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Robert 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

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Ronald 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

advisor-photo
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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

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

advisor-photo

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 6413
Series 6, 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

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

advisor-photo
vector.svg VERIFIED

Allworth 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PROFESSIONAL PLANNING GROUP
9 Granite Street,
Westerly, RI, 2891
$937,180,405237818
A Percentage of AUM, Hourly charges, Fixed Fees
2
FENWAY PARTNERS, LLC
108 Airport Road - Suite 103,
Westerly, RI, 2891
$219,000,00033
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
$198,000,90012916
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
4
NAPATREE CAPITAL LLC
90 Beach Street,
Westerly, RI, 2891
$170,187,9002955
A Percentage of AUM, Hourly charges, Fixed Fees
5
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
85 Beach Street, Building D
Westerly, RI, 2891
$158,088,5984624
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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