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Find Retirement Advisors for Retirement Planning in Norwalk, Connecticut

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 Norwalk, Connecticut

Last Updated - March 28, 2026

Norwalk has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Norwalk, Connecticut have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Norwalk, Connecticut

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

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Top 6 Retirement Planning firms in Norwalk, Connecticut (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	901 Main Avenue, The Towers At Merritt River Norwalk, CT, 06851	$24,423,211,290	1	17	Other (COST REIMBURSEMENT)
2	301 Merritt 7, Third Floor Norwalk, CT, 06851	$1,432,300,000	19	24	A percentage of AUM, Performance Based, Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES)
3	401 Merritt 7, Ph Norwalk, CT, 06851	$633,026,097	47	7	A percentage of AUM, Hourly charges, Fixed fees
4	50 Washington Street, Suite 301e Norwalk, CT, 06854	$449,007,175	179	5	A percentage of AUM
5	18 Marshall Street, Suite 340 Norwalk, CT, 06854	$413,254,760	4	4	A percentage of AUM, Performance Based
6	50 Washington Street, 9th Floor, Norwalk, CT, 06854	$208,000,000	1	3	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Norwalk, Connecticut

GE INVESTMENT MANAGEMENT

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QualificationsFirm CRD# 323648

Assets Under Management $24,423,211,290

No. Of Clients1

Clients Per Financial Advisor0

GE INVESTMENT MANAGEMENT is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (COST REIMBURSEMENT)

Financial Planning Services

Portfolio management for pooled investment vehicles
Selection for other advisors

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HEARTWOOD PARTNERS, LLC

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QualificationsFirm CRD# 313052

Assets Under Management $1,432,300,000

No. Of Clients19

Clients Per Financial Advisor1

HEARTWOOD PARTNERS, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES)

Financial Planning Services

Portfolio management for pooled investment vehicles

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RISKBRIDGE ADVISORS, LLC

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QualificationsFirm CRD# 310396

Assets Under Management $633,026,097

No. Of Clients47

Clients Per Financial Advisor7

RISKBRIDGE ADVISORS, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 7 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
Selection for other advisors
Publication of periodicals and newsletters

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LITVAK WEALTH, LLC

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QualificationsFirm CRD# 170805

Assets Under Management $449,007,175

No. Of Clients179

Clients Per Financial Advisor36

LITVAK WEALTH, LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $449M assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Selection for other advisors

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SAVOIR FAIRE CAPITAL MANAGEMENT, LP

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QualificationsFirm CRD# 306994

Assets Under Management $413,254,760

No. Of Clients4

Clients Per Financial Advisor1

SAVOIR FAIRE CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $413M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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CAPZONE MANAGEMENT LLC

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QualificationsFirm CRD# 330135

Assets Under Management $208,000,000

No. Of Clients1

Clients Per Financial Advisor0

CAPZONE MANAGEMENT LLC is a financial advisory firm situated in Norwalk, Connecticut. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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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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