Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Wilmington has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Wilmington, Delaware have an average of 22 years of experience.
David Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Ketul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Nicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Limerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS
Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Rohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Ashley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC 3828 Kennett Pike, Suite 202 Greenville, DE, 19807 | $566,561,835 | 189 | 7 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | INVESTMENT MANAGEMENT & PLANNING LLC 20 Montchanin Road, Suite 270 Greenville, DE, 19807 | $185,663,589 | 472 | 3 | A Percentage of AUM, Hourly charges |
3 | FRIESS ASSOCIATES, LLC 3711 Kennett Pike, Suite 205 Greenville, DE, 19807-2155 | $181,859,800 | 18 | 11 | A Percentage of AUM |
4 | BASSETT HARGROVE INVESTMENT COUNSEL, LLC 4001 Kennett Pike, Suite 242 Greenville, DE, 19807 | $92,014,085 | 51 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 319289
Assets Under Management $566,561,835
No. Of Clients189
Clients Per Financial Advisor27
SPEARHEAD ADMINISTRATIVE SERVICES, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $567M assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146041
Assets Under Management $185,663,589
No. Of Clients472
Clients Per Financial Advisor157
INVESTMENT MANAGEMENT & PLANNING LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 472 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107735
Assets Under Management $181,859,800
No. Of Clients18
Clients Per Financial Advisor2
FRIESS ASSOCIATES, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133580
Assets Under Management $92,014,085
No. Of Clients51
Clients Per Financial Advisor17
BASSETT HARGROVE INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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