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Find Retirement Advisors for Retirement Planning in Bethlehem, Pennsylvania
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 Bethlehem, Pennsylvania
Last Updated - April 20, 2024Bethlehem has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Bethlehem, Pennsylvania have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Bethlehem, Pennsylvania
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDLimerick 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
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDPeter D. Shelp
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Janney Montgomery Scott LLC
Qualifications
CRD# 1402904
Series 7, 10, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDAndrew 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
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
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Top 7 Retirement Planning firms in Bethlehem, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 74 West Broad Street, Suite 340, Bethlehem, PA, 18018 | $6,637,582,882 | 1646 | 32 | A Percentage of AUM, Fixed Fees |
| 2 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC 2 West Market Street, Bethlehem, PA, 18018 | $1,449,060,093 | 2508 | 16 | A Percentage of AUM, Fixed Fees |
| 3 | VALLEY NATIONAL ADVISERS INC 1655 Valley Center Parkway, Suite 100 Bethlehem, PA, 18017 | $1,129,285,725 | 5118 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | O'HAGAN GROUP, INC. 1429 West Broad Street, Bethlehem, PA, 18018 | $559,287,313 | 1027 | 8 | A Percentage of AUM |
| 5 | TILLER PRIVATE WEALTH, INC. 1412 Walter Street, Bethlehem, PA, 18015 | $524,739,712 | 982 | 11 | A Percentage of AUM, Fixed Fees |
| 6 | MTM FINANCIAL GROUP, LLC 4505 Hanoverville Road, Bethlehem, PA, 18020 | $377,800,000 | 2120 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | ARGYLE CAPITAL MANAGEMENT INC 74 West Market Street, Bethlehem, PA, 18018 | $331,417,358 | 143 | 4 | A Percentage of AUM, Other (AD HOC CONSULTING OR ADMINISTRATIVE FEES) |
Information on Top Retirement Planning firms in Bethlehem, Pennsylvania
QualificationsFirm CRD# 138638
Assets Under Management $6,637,582,882
No. Of Clients1646
Clients Per Financial Advisor51
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1646 clients. The team consists of 32 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
QualificationsFirm CRD# 277044
Assets Under Management $1,449,060,093
No. Of Clients2508
Clients Per Financial Advisor157
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2508 clients. The team consists of 16 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
- Selection of Other Advisors
QualificationsFirm CRD# 110788
Assets Under Management $1,129,285,725
No. Of Clients5118
Clients Per Financial Advisor341
VALLEY NATIONAL ADVISERS INC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5118 clients. The team consists of 15 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
QualificationsFirm CRD# 315389
Assets Under Management $559,287,313
No. Of Clients1027
Clients Per Financial Advisor128
O'HAGAN GROUP, INC. is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $559M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1027 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 111268
Assets Under Management $524,739,712
No. Of Clients982
Clients Per Financial Advisor89
TILLER PRIVATE WEALTH, INC. is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $525M assets under management, the firm specializes in crafting personalized retirement planning solutions for 982 clients. The team consists of 11 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
- Selection of Other Advisors
QualificationsFirm CRD# 147221
Assets Under Management $377,800,000
No. Of Clients2120
Clients Per Financial Advisor212
MTM FINANCIAL GROUP, LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $378M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2120 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
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106576
Assets Under Management $331,417,358
No. Of Clients143
Clients Per Financial Advisor36
ARGYLE CAPITAL MANAGEMENT INC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 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
- Other (AD HOC CONSULTING OR ADMINISTRATIVE FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
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