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Find Retirement Advisors for Retirement Planning in Parsippany, 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 Parsippany, New Jersey

Last Updated - April 1, 2026

Parsippany has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Parsippany, New Jersey have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Parsippany, 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

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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 8 Retirement Planning firms in Parsippany, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4 Campus Drive, Parsippany, NJ, 07054	$11,545,251,683	19276	330	A percentage of AUM, Fixed fees
2	389 Interpace Parkway, Suite 3 Parsippany, NJ, 07054	$2,440,851,802	3685	39	A percentage of AUM, Hourly charges, Fixed fees
3	400 Interpace Parkway, Building C, 2nd Floor Parsippany, NJ, 07054	$949,397,508	1941	20	A percentage of AUM, Hourly charges, Fixed fees
4	2001 Route 46, Waterview Plaza Parsippany, NJ, 07054	$472,710,937	1178	70	A percentage of AUM, Commission Based
5	1 Gatehall Drive, Suite 207 Parsippany, NJ, 07054	$323,242,329	568	3	A percentage of AUM, Hourly charges, Fixed fees
6	14 Walsh Drive, Suite 302 Parsippany, NJ, 07054	$293,619,805	401	12	A percentage of AUM, Fixed fees
7	900 Lanidex Plaza - Suite 110, Parsippany, NJ, 07054	$190,526,279	606	5	A percentage of AUM, Fixed fees
8	900 Lanidex Plaza, Suite 230 Parsippany, NJ, 07054	$156,881,380	6	2	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Parsippany, New Jersey

SUMMIT FINANCIAL, LLC

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QualificationsFirm CRD# 299322

Assets Under Management $11,545,251,683

No. Of Clients19276

Clients Per Financial Advisor58

SUMMIT FINANCIAL, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19276 clients. The team consists of 330 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
Pesnsion consulting services
Selection for other advisors

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SAX WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 119193

Assets Under Management $2,440,851,802

No. Of Clients3685

Clients Per Financial Advisor94

SAX WEALTH ADVISORS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3685 clients. The team consists of 39 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
Pesnsion consulting services
Selection for other advisors

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SIGNET FINANCIAL MANAGEMENT, LLC

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QualificationsFirm CRD# 105310

Assets Under Management $949,397,508

No. Of Clients1941

Clients Per Financial Advisor97

SIGNET FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $949M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1941 clients. The team consists of 20 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
Pesnsion consulting services
Selection for other advisors

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HENNION & WALSH ASSET MANAGEMENT, INC.

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QualificationsFirm CRD# 126236

Assets Under Management $472,710,937

No. Of Clients1178

Clients Per Financial Advisor17

HENNION & WALSH ASSET MANAGEMENT, INC. is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $473M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1178 clients. The team consists of 70 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Commission Based

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

View Full Profile

ACCRETIVE WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 299544

Assets Under Management $323,242,329

No. Of Clients568

Clients Per Financial Advisor189

ACCRETIVE WEALTH PARTNERS, LLC is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $323M assets under management, the firm specializes in crafting personalized retirement planning solutions for 568 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
Selection for other advisors

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MRA ADVISORY GROUP

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QualificationsFirm CRD# 287933

Assets Under Management $293,619,805

No. Of Clients401

Clients Per Financial Advisor33

MRA ADVISORY GROUP is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $294M assets under management, the firm specializes in crafting personalized retirement planning solutions for 401 clients. The team consists of 12 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
Education seminars/workshops

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LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

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QualificationsFirm CRD# 171967

Assets Under Management $190,526,279

No. Of Clients606

Clients Per Financial Advisor121

LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 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
Fixed fees

Financial Planning Services

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

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VETERI PLACE CORPORATION

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QualificationsFirm CRD# 160664

Assets Under Management $156,881,380

No. Of Clients6

Clients Per Financial Advisor3

VETERI PLACE CORPORATION is a financial advisory firm situated in Parsippany, New Jersey. With a nearly $157M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 2 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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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?

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