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Find Retirement Advisors for Retirement Planning in Mount Laurel, New Jersey

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 Mount Laurel, New Jersey

Last Updated - December 4, 2024

Mount Laurel has 27 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Mount Laurel, New Jersey have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Mount Laurel, New Jersey

VERIFIED

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

Address

1300 Route 73 Suite 314,
Mount Laurel, NJ 08054 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Chip Holston
CRPC^®
LPL Financial

Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66

Minimum Assets Required
$250,000

Address

305 Fellowship Rd,
Suite 105,
Mount Laurel, NJ 08054 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

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

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Eric Nelson
CEPA^®, CFP^®
Independence Wealth

Qualifications
CRD# 5885266
Firm CRD# 297032
Series 66

Minimum Assets Required
$500,000

Address

221 Laurel Road,
Suite 180,
Voorhees, NJ 08043 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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Patrick Sewards
CFA^®
Costello Asset Management

Qualifications
CRD# 5060821
Firm CRD# 123249
Series 66

Minimum Assets Required
$100,000

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

David Montemurro
CLU^®, ChFC^®
Prudential

Qualifications
CRD# 3049751
Firm CRD# 5685
Series 6, 7, 26, 63, 66

Minimum Assets Required
Not Specified

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Eric Picker
Prudential

Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66

Minimum Assets Required
Not Specified

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Matthew Haraburda
CFP^®, CFA^®
Bernardo Wealth Planning

Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63

Minimum Assets Required
$500,000

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

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

Find An Advisor

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

Find An Advisor

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:

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Jim Bernstein
QEX Asset Management

Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65

Minimum Assets Required
$50,000

Address

375 Mckinley Ave,
Bayville, NJ 08721 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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

Find An Advisor

VERIFIED

Condor Capital Wealth Management
CFP^®, CIMA^®, EA, CFA^®, CDFA^®

Qualifications
Firm CRD# 104920
Series 65

Minimum Assets Required
$500,000

Address

1973 Washington Valley Road,
Martinsville, NJ 08836 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Daniel Chen
None
DC Strategies, Integrated Wealth Mgt.

Qualifications
CRD# 1183323
Series 6, 7, 24, 63 Investment Advisor Representative

Minimum Assets Required
$0

Address

12 Christopher Way,
Suite #200,
Eatontown, NJ 07724 See Details

Advisory Services:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Smallwood Wealth
CFP^®, AIF^®

Qualifications
Firm CRD# 288663
Series 7, 66

Minimum Assets Required
$150,000

Address

199 Broad Street,
Red Bank, NJ 07701 See Details

Advisory Services:

Compensation/Fee

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Quotient Wealth Partners

Qualifications
Firm CRD# 326819

Minimum Assets Required
$500,000

Address

55 Madison Avenue,
Morristown, NJ 07950 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Louis Green
CFP^®, CPWA^®, CFA^®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Dan Brady
Savvy Advisors, Inc

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in Mount Laurel, New Jersey (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	STAR ASIA MANAGEMENT 125 Gaither Drive, Suite L, Mount Laurel, NJ, 8054	$3,840,919,602	7	4	A Percentage of AUM, Performance Based
2	GSG ADVISORS LLC 307 Fellowship Road, Suite 210 Mount Laurel, NJ, 8054	$559,309,485	477	4	A Percentage of AUM, Fixed Fees
3	PRMIM 2000 Midlantic Drive, Suite 220 Mount Laurel, NJ, 8054	$403,899,904	1	5	Performance Based, Other (% OF INVESTOR CAPITAL)

Information on Top Retirement Planning firms in Mount Laurel, New Jersey

STAR ASIA MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 162365

Assets Under Management $3,840,919,602

No. Of Clients7

Clients Per Financial Advisor2

STAR ASIA MANAGEMENT is a financial advisory firm situated in Mount Laurel, New Jersey. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Performance Based

Financial Planning Services

Portfolio Management for pooled Investment

View Full Profile

GSG ADVISORS LLC

Find an Advisor

QualificationsFirm CRD# 131511

Assets Under Management $559,309,485

No. Of Clients477

Clients Per Financial Advisor119

GSG ADVISORS LLC is a financial advisory firm situated in Mount Laurel, New Jersey. With a nearly $559M assets under management, the firm specializes in crafting personalized retirement planning solutions for 477 clients. The team consists of 4 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
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

View Full Profile

PRMIM

Find an Advisor

QualificationsFirm CRD# 313210

Assets Under Management $403,899,904

No. Of Clients1

Clients Per Financial Advisor0

PRMIM is a financial advisory firm situated in Mount Laurel, New Jersey. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (% OF INVESTOR CAPITAL)

Financial Planning Services

Portfolio Management for pooled Investment

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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