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

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Finding the Best Retirement Planners in Mount Laurel, New Jersey

Last Updated - April 17, 2024

Mount Laurel has 15 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

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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

Eric Nelson, CFP^®, CEPA^®
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

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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

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

Andrew Rosen
CFP^®
Diversified, LLC

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

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Wilmington, 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 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

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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

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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

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

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VERIFIED

Jennifer Keiling
CRPC^®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

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

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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VERIFIED

Quotient Wealth Partners
CPA, CFP^®, CFA^®

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

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

Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Address

340 Madison Avenue,
New York, NY 10173 See Details

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

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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

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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

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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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