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Find Retirement Advisors for Retirement Planning in Newark, 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 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.

Finding the Best Retirement Planners in Newark, Delaware

Last Updated - September 5, 2024

Newark has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Newark, Delaware have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Newark, Delaware

VERIFIED

Ketul Mody
CFP^®, RICP^®
Diamond State Financial Group

Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Address

900 Prides Crossing,
Newark, DE 19713 See Details

Advisory Services:

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.

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 123859
Series 65

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

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

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VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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VERIFIED

Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Address

2231 Old Emmorton Road,
Bel Air, MD 21015 See Details

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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VERIFIED

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

Address

675 N. Lewis Rd.,
Limerick, PA 19468 See Details

Advisory Services:

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.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

600 West Germantown Pike,
Suite 100,
Plymouth Meeting, PA 19462 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Rohi Batra
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Annette Quigley
CFP^®, CRC^®
Prudential

Qualifications
CRD# 3128633
Firm CRD# 5685
Series 6, 7, 63, 66

Minimum Assets Required
Not Specified

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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VERIFIED

Ashley Zephir
CFP^®
Edelman Financial Engines, LLC

Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Address

901 Dulaney Valley Road,,
Suite 901,
Towson, MD 21204 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Top 2 Retirement Planning firms in Newark, Delaware (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	N1 ADVISORS 131 Continental Drive, Suite 206 Newark, DE, 19713-0000	$289,319,008	439	8	A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
2	MALLARD FINANCIAL PARTNERS INC 750 Barksdale Road, Suite 3 Newark, DE, 19711	$187,534,110	626	13	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Newark, Delaware

N1 ADVISORS

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QualificationsFirm CRD# 147048

Assets Under Management $289,319,008

No. Of Clients439

Clients Per Financial Advisor55

N1 ADVISORS is a financial advisory firm situated in Newark, Delaware. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 439 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

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MALLARD FINANCIAL PARTNERS INC

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QualificationsFirm CRD# 169009

Assets Under Management $187,534,110

No. Of Clients626

Clients Per Financial Advisor48

MALLARD FINANCIAL PARTNERS INC is a financial advisory firm situated in Newark, Delaware. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 626 clients. The team consists of 13 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
Portfolio Management for Individuals
Educational Seminars/ Workshops

View Full Profile

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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