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Find Retirement Advisors for Retirement Planning in Local,

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 Local,

Last Updated - June 15, 2024

Local has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors Near you

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Annette Quigley
CFP®, CRC®
Prudential

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Ashley Zephir
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Doug Miller J.D.
CFP®, CLU®
Northwestern Mutual

Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66

Minimum Assets Required
$50,000,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

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

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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MY Wealth Management, Inc.
CFP®, ChFC®

Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65

Minimum Assets Required
$250,000

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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David Middleton
CFP®, AIF®
Middleton Advisory

Qualifications
CRD# 5398638
Firm CRD# 155334
Series 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.

Compensation/Fee

Fee-Only

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Kevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Bryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC

Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65

Minimum Assets Required
$0

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Based on Assets

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Frank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC

Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Scott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Minimum Assets Required
$250,000

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

Top 15 Retirement Planning firms in Local, (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CONNECTUS WEALTH
20 Wight Ave, #155
Hunt Valley, MD, 21030
$7,672,990,4781165289
A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS)
2
ASSET STRATEGY CONSULTANTS LLC
Six North Park Drive, Suite 208
Hunt Valley, MD, 21030
$6,861,913,1019322
A Percentage of AUM, Hourly charges, Fixed Fees, Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE)
3
VERDENCE CAPITAL ADVISORS, LLC
50 Schilling Road, Suite 300
Hunt Valley, MD, 21031
$2,735,788,731530140
A Percentage of AUM, Hourly charges, Fixed Fees
4
CORNERSTONE ADVISORY
211 Old Padonia Road,
Hunt Valley, MD, 21030
$1,515,979,056234314
A Percentage of AUM, Hourly charges, Fixed Fees
5
TUFTON CAPITAL MANAGEMENT, LLC
303 International Circle, Suite 430
Hunt Valley, MD, 21030
$730,091,0003239
A Percentage of AUM, Hourly charges, Fixed Fees
6
MARATHON CAPITAL MANAGEMENT
4 North Park Drive, Suite 106
Hunt Valley, MD, 21030-1806
$621,557,0376776
A Percentage of AUM
7
FINANCIAL CONSULATE
11019 Mccormick Road, Suite 200
Hunt Valley, MD, 21031
$589,981,611305323
A Percentage of AUM, Hourly charges, Fixed Fees
8
VSM WEALTH ADVISORY, LLC
11350 Mccormick Road, Executive Plaza I, Suite 300
Hunt Valley, MD, 21031
$420,682,2995246
A Percentage of AUM, Hourly charges, Fixed Fees
9
HARVEST INVESTMENT CONSULTANTS LLC
4 North Park Drive, Ste 510
Hunt Valley, MD, 21030
$403,079,586166910
A Percentage of AUM, Hourly charges, Fixed Fees
10
THE MARSHALL FINANCIAL GROUP LLC
225 International Circle, Suite 102
Hunt Valley, MD, 21030
$380,682,63616286
A Percentage of AUM
11
THE JUNK INVESTMENT GROUP
307 International Circle, Suite 540
Hunt Valley, MD, 21030-1439
$354,904,83710607
A Percentage of AUM, Fixed Fees
12
BAY HARBOR WEALTH MANAGEMENT, LLC
201 International Circle, Suite 520
Hunt Valley, MD, 21030
$238,417,84012185
A Percentage of AUM, Hourly charges, Fixed Fees
13
SUMMIT FINANCIAL
11350 Mccormick Road, Executive Plaza Iii - Suite 501
Hunt Valley, MD, 21031
$153,775,1074999
A Percentage of AUM, Hourly charges, Fixed Fees
14
OUTCOME DRIVEN STRATEGIES, LLC
211 Old Padonia Rd,
Hunt Valley, MD, 21030
$139,385,05214910
A Percentage of AUM
15
AMERICAN FINANCIAL MANAGEMENT LTD
225 International Circle,
Hunt Valley, MD, 21030
$38,195,7803262
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Local,

QualificationsFirm CRD# 310912

Assets Under Management $7,672,990,478

No. Of Clients11652

Clients Per Financial Advisor131

CONNECTUS WEALTH is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11652 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (REVENUE SHARING WITH OUR AFFILIATES
  • FTCS AND FRS)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 110800

Assets Under Management $6,861,913,101

No. Of Clients93

Clients Per Financial Advisor4

ASSET STRATEGY CONSULTANTS LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 22 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 (ONE-TIME PROJECTS
  • WITH NEGOTIATED FEE)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 288512

Assets Under Management $2,735,788,731

No. Of Clients5301

Clients Per Financial Advisor133

VERDENCE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5301 clients. The team consists of 40 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 142359

Assets Under Management $1,515,979,056

No. Of Clients2343

Clients Per Financial Advisor167

CORNERSTONE ADVISORY is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2343 clients. The team consists of 14 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
  • Portfolio Management for pooled Investment
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 113543

Assets Under Management $730,091,000

No. Of Clients323

Clients Per Financial Advisor36

TUFTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 323 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 119416

Assets Under Management $621,557,037

No. Of Clients677

Clients Per Financial Advisor113

MARATHON CAPITAL MANAGEMENT is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $622M assets under management, the firm specializes in crafting personalized retirement planning solutions for 677 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106898

Assets Under Management $589,981,611

No. Of Clients3053

Clients Per Financial Advisor133

FINANCIAL CONSULATE is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3053 clients. The team consists of 23 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
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 313717

Assets Under Management $420,682,299

No. Of Clients524

Clients Per Financial Advisor87

VSM WEALTH ADVISORY, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 clients. The team consists of 6 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
View Full Profile

QualificationsFirm CRD# 110258

Assets Under Management $403,079,586

No. Of Clients1669

Clients Per Financial Advisor167

HARVEST INVESTMENT CONSULTANTS LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1669 clients. The team consists of 10 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 146362

Assets Under Management $380,682,636

No. Of Clients1628

Clients Per Financial Advisor271

THE MARSHALL FINANCIAL GROUP LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1628 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 104619

Assets Under Management $354,904,837

No. Of Clients1060

Clients Per Financial Advisor151

THE JUNK INVESTMENT GROUP is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $355M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1060 clients. The team consists of 7 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

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 294000

Assets Under Management $238,417,840

No. Of Clients1218

Clients Per Financial Advisor244

BAY HARBOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1218 clients. The team consists of 5 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
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 281050

Assets Under Management $153,775,107

No. Of Clients499

Clients Per Financial Advisor55

SUMMIT FINANCIAL is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 499 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 311398

Assets Under Management $139,385,052

No. Of Clients149

Clients Per Financial Advisor15

OUTCOME DRIVEN STRATEGIES, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

    View Full Profile

    QualificationsFirm CRD# 111016

    Assets Under Management $38,195,780

    No. Of Clients326

    Clients Per Financial Advisor163

    AMERICAN FINANCIAL MANAGEMENT LTD is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 326 clients. The team consists of 2 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
    • Portfolio Management for Business
    View Full Profile

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