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Find Retirement Advisors for Retirement Planning in Morristown, New Jersey

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 Morristown, New Jersey

Last Updated - April 1, 2026

Morristown has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Morristown, New Jersey have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Morristown, New Jersey

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

Find An Advisor

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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Top 10 Retirement Planning firms in Morristown, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	305 Madison Avenue, Morristown, NJ, 07960	$35,289,437,628	129657	746	A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
2	360 Mt. Kemble Ave, Morristown, NJ, 07960	$5,752,893,260	2900	83	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY MANAGED ASSET PROGRAM)
3	163 Madison Avenue, Morristown, NJ, 07960	$4,018,244,995	2833	45	A percentage of AUM, Fixed fees
4	305 Madison Avenue, Suite 200 Morristown, NJ, 07960	$1,944,104,234	3243	10	A percentage of AUM
5	161 Madison Avenue, Morristown, NJ, 07960	$1,287,544,058	80	4	A percentage of AUM
6	21 South Street, Morristown, NJ, 07960	$927,797,743	32	63	A percentage of AUM, Performance Based
7	62 Elm Street, Morristown, NJ, 07960	$862,327,787	51	15	A percentage of AUM, Fixed fees, Performance Based
8	230 Madison Avenue, Morristown, NJ, 07960	$815,751,011	842	8	A percentage of AUM, Fixed fees
9	2140 Headquarters Plaza, East Tower 2nd Floor Morristown, NJ, 07960	$143,698,686	7	5	A percentage of AUM, Performance Based
10	305 Madison Avenue, Morristown, NJ, 07962	$0	0	1	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Morristown, New Jersey

PRIVATE ADVISOR GROUP, LLC

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QualificationsFirm CRD# 155216

Assets Under Management $35,289,437,628

No. Of Clients129657

Clients Per Financial Advisor174

PRIVATE ADVISOR GROUP, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129657 clients. The team consists of 746 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR/REFERRAL FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (SOLICITATION/REFERRAL)

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SIMON QUICK ADVISORS, LLC

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QualificationsFirm CRD# 132330

Assets Under Management $5,752,893,260

No. Of Clients2900

Clients Per Financial Advisor35

SIMON QUICK ADVISORS, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2900 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (THIRD PARTY MANAGED ASSET PROGRAM)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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BEACON TRUST

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QualificationsFirm CRD# 226547

Assets Under Management $4,018,244,995

No. Of Clients2833

Clients Per Financial Advisor63

BEACON TRUST is a financial advisory firm situated in Morristown, New Jersey. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2833 clients. The team consists of 45 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
Selection for other advisors
Other (CONSULTING)

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WASHINGTON CROSSING ADVISORS LLC

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QualificationsFirm CRD# 281511

Assets Under Management $1,944,104,234

No. Of Clients3243

Clients Per Financial Advisor324

WASHINGTON CROSSING ADVISORS LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3243 clients. The team consists of 10 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
Portfolio management for businesses or institutional clients

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BLACKHILL CAPITAL, INC

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QualificationsFirm CRD# 105208

Assets Under Management $1,287,544,058

No. Of Clients80

Clients Per Financial Advisor20

BLACKHILL CAPITAL, INC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 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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HIMCO, LLC

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QualificationsFirm CRD# 157865

Assets Under Management $927,797,743

No. Of Clients32

Clients Per Financial Advisor1

HIMCO, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $928M assets under management, the firm specializes in crafting personalized retirement planning solutions for 32 clients. The team consists of 63 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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NEW VERNON CAPITAL

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QualificationsFirm CRD# 160231

Assets Under Management $862,327,787

No. Of Clients51

Clients Per Financial Advisor3

NEW VERNON CAPITAL is a financial advisory firm situated in Morristown, New Jersey. With a nearly $862M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

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MCRAE CAPITAL MANAGEMENT INC.

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QualificationsFirm CRD# 104567

Assets Under Management $815,751,011

No. Of Clients842

Clients Per Financial Advisor105

MCRAE CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Morristown, New Jersey. With a nearly $816M assets under management, the firm specializes in crafting personalized retirement planning solutions for 842 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

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DIADEMA PARTNERS LP

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QualificationsFirm CRD# 331527

Assets Under Management $143,698,686

No. Of Clients7

Clients Per Financial Advisor1

DIADEMA PARTNERS LP is a financial advisory firm situated in Morristown, New Jersey. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 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
Performance Based

Financial Planning Services

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

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PRIVATE ADVISOR NETWORK, LLC

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QualificationsFirm CRD# 299133

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

PRIVATE ADVISOR NETWORK, LLC is a financial advisory firm situated in Morristown, New Jersey. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 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

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

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?

Get Matched With Planners

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