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 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.
Brattleboro has 1 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 Brattleboro, Vermont have an average of 0 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 48 Harris Place, Brattleboro, VT, 05301 | $1,113,838,194 | 534 | 7 | A percentage of AUM, Fixed fees |
2 | 950 Western Avenue, Brattleboro, VT, 05301 | $439,065,707 | 655 | 9 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 315629
Assets Under Management $1,113,838,194
No. Of Clients534
Clients Per Financial Advisor76
TRG INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Brattleboro, Vermont. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 534 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110928
Assets Under Management $439,065,707
No. Of Clients655
Clients Per Financial Advisor73
PRENTISS SMITH & COMPANY, INC. is a financial advisory firm situated in Brattleboro, Vermont. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 655 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.