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Find Retirement Advisors for Retirement Planning in Southport, 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 Southport, Connecticut

Last Updated - March 28, 2026

Southport 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 Southport, Connecticut have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Southport, 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 5 Retirement Planning firms in Southport, Connecticut (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	200 Pequot Avenue, Southport, CT, 06890	$579,036,417	5	17	A percentage of AUM, Performance Based
2	107 John Street, Southport, CT, 06890	$462,607,034	646	8	A percentage of AUM, Hourly charges, Fixed fees
3	732 Kings Highway West, Southport, CT, 06890	$422,000,000	4	4	A percentage of AUM
4	2507 Post Road, Southport, CT, 06890	$243,860,647	375	3	A percentage of AUM, Fixed fees
5	368 Center Street, Southport, CT, 06890	$174,537,320	292	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Southport, Connecticut

STORMFIELD CAPITAL, LLC

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QualificationsFirm CRD# 285486

Assets Under Management $579,036,417

No. Of Clients5

Clients Per Financial Advisor0

STORMFIELD CAPITAL, LLC is a financial advisory firm situated in Southport, Connecticut. With a nearly $579M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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5TH STREET ADVISORS, LLC

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QualificationsFirm CRD# 140165

Assets Under Management $462,607,034

No. Of Clients646

Clients Per Financial Advisor81

5TH STREET ADVISORS, LLC is a financial advisory firm situated in Southport, Connecticut. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 646 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
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
Other (INVESTMENT CONSULTING)

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WESTPORT ASSET MANAGEMENT INC

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QualificationsFirm CRD# 105795

Assets Under Management $422,000,000

No. Of Clients4

Clients Per Financial Advisor1

WESTPORT ASSET MANAGEMENT INC is a financial advisory firm situated in Southport, Connecticut. With a nearly $422M 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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CHARTER RESEARCH & INVESTMENT GROUP INC

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QualificationsFirm CRD# 106452

Assets Under Management $243,860,647

No. Of Clients375

Clients Per Financial Advisor125

CHARTER RESEARCH & INVESTMENT GROUP INC is a financial advisory firm situated in Southport, Connecticut. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 375 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
Fixed fees

Financial Planning Services

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

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SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

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QualificationsFirm CRD# 146270

Assets Under Management $174,537,320

No. Of Clients292

Clients Per Financial Advisor97

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Southport, Connecticut. With a nearly $175M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 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
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

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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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