Retirement Design & Management Inc.

Retirement Design & Management Inc. (CRD# 106067) is a financial advisory firm headquartered in Westport, CT. They manage $599,078,586 in 988 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    599
    MILLION
  • Total Number of Accounts
    988
    ACCOUNTS
  • Average Account Value
    $606,355
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, LA, MA, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Retirement Design & Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Ronald D. Weiner
CRD#: 1218537
1555 Post Road East, Westport, CT 06880
96
Wealthminder
score

Ronald Weiner (CRD# 1218537) is an Investment Advisor Representative working at Retirement Design & Management Inc. in Westport, CT and has over 29 years of experience in the finance industry. Ronald Weiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elena A. Dimiceli
CRD#: 713887
1555 Post Road East, Westport, CT 06880
93
Wealthminder
score

Elena Dimiceli (CRD# 713887) is an Investment Advisor Representative working at Retirement Design & Management Inc. in Westport, CT and has over 20 years of experience in the finance industry.

3
Thomas O. Mayper
CRD#: 2164731
1555 Post Road East, Westport, CT 06880
93
Wealthminder
score

Thomas Mayper (CRD# 2164731) is an Investment Advisor Representative working at Retirement Design & Management Inc. in Westport, CT and has over 16 years of experience in the finance industry.

4
Huikwang Wang
CRD#: 2402900
1555 Post Road East, Westport, CT 06880
93
Wealthminder
score

Huikwang Wang (CRD# 2402900) is an Investment Advisor Representative working at Retirement Design & Management Inc. in Westport, CT and has over 15 years of experience in the finance industry.

5
Jeffrey L. Corliss
CRD#: 1649445
1555 Post Road East, Westport, CT 06880
71
Wealthminder
score

Jeffrey Corliss (CRD# 1649445) is an Investment Advisor Representative working at Retirement Design & Management Inc. in Westport, CT and has over 29 years of experience in the finance industry. Jeffrey Corliss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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