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Find Retirement Advisors for Retirement Planning in Wilmington, Delaware
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 Wilmington, Delaware
Last Updated - April 25, 2025Wilmington has 15 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 21 years of experience.
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List of Qualified Retirement Planning Advisors in Wilmington, Delaware
Advisory Services:
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMatthew Haraburda
CFP®, CFA®
Bernardo Wealth Planning
Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPaul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
Advisory Services:
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Wilmington, Delaware (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3828 Kennett Pike, Suite 202 Greenville, DE, 19807 | $1,215,303,747 | 293 | 9 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 20 Montchanin Road, Suite 270 Greenville, DE, 19807 | $197,398,269 | 497 | 3 | A percentage of AUM, Hourly charges |
| 3 | 4001 Kennett Pike, Suite 242 Greenville, DE, 19807 | $101,540,667 | 50 | 3 | A percentage of AUM, Fixed fees |
| 4 | 3705 Kennett Pike, The Holladay House Greenville, DE, 19807 | $100,260,237 | 307 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Wilmington, Delaware
QualificationsFirm CRD# 319289
Assets Under Management $1,215,303,747
No. Of Clients293
Clients Per Financial Advisor33
SPEARHEAD ADMINISTRATIVE SERVICES, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 clients. The team consists of 9 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 146041
Assets Under Management $197,398,269
No. Of Clients497
Clients Per Financial Advisor166
INVESTMENT MANAGEMENT & PLANNING LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 133580
Assets Under Management $101,540,667
No. Of Clients50
Clients Per Financial Advisor17
BASSETT HARGROVE INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 297443
Assets Under Management $100,260,237
No. Of Clients307
Clients Per Financial Advisor102
BENCHMARK FINANCIAL, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bethany Beach, Delaware
- Retirement Planners in Dover, Delaware
- Retirement Planners in Lewes, Delaware
- Retirement Planners in Middletown, Delaware
- Retirement Planners in Wilmington, Delaware
Looking for more choices? Use our free match service to compare retirement planners serving your area.