The Retirement Planning Company Of New England, Inc.

The Retirement Planning Company Of New England, Inc. (CRD# 108705) is a financial advisory firm headquartered in Warwick, RI. They manage $117,353,826 in 779 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    779
    ACCOUNTS
  • Average Account Value
    $150,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, FL, MA, MD, NH, RI

Financial Advisors at The Retirement Planning Company Of New England, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David W. Allaire
CRD#: 1906408
1287 Post Road, Warwick, RI 02888
93
Wealthminder
score

David Allaire (CRD# 1906408) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 29 years of experience in the finance industry.

2
Sotirios M. Pappas
CRD#: 3203303
1287 Post Road, Warwick, RI 02888
93
Wealthminder
score

Sotirios Pappas (CRD# 3203303) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 18 years of experience in the finance industry.

3
Edward Viar
CRD#: 4575998
1 Richmond Square, Providence , RI 02906
87
Wealthminder
score

Edward Viar (CRD# 4575998) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Providence , RI and has 1 year of experience in the finance industry.

4
Scott B. Seidman
CRD#: 1247353
1287 Post Road, Warwick, RI 02888
38
Wealthminder
score

Scott Seidman (CRD# 1247353) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 34 years of experience in the finance industry.

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