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Find Retirement Advisors for Retirement Planning in Blue Bell, 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 Blue Bell, Pennsylvania

Last Updated - July 11, 2024

Blue Bell has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Blue Bell, Pennsylvania have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Blue Bell, Pennsylvania

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Mike Weber
CFP®
Blue Bell Private Wealth Management

Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65

Minimum Assets Required
Not Specified

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, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Tower Bridge Advisors
CFP®, CFA®

Qualifications
Firm CRD# 115700
Series 65

Minimum Assets Required
$1,000,000

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, Investment Advice & Management.

Compensation/Fee

Fee-Only

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Eric 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

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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

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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Michael 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

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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William F. Davis
CFP®, APMA®, CDFA®
Vericrest Private Wealth LLC

Qualifications
CRD# 5710523
Firm CRD# 311111
Series 63

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, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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Rohi 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

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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

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Chip Holston
CRPC®
LPL Financial

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

Minimum Assets Required
$250,000

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

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Diversified, LLC
CFP®

Qualifications
Firm CRD# 123859
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, 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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Peter Gellman
Palmerston Group Advisors, LLC

Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66

Minimum Assets Required
$400,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Jennifer 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

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

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Frank 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

Top 6 Retirement Planning firms in Blue Bell, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AMPLIUS WEALTH ADVISORS
1787 Sentry Parkway West, Veva 16, Suite 100
Blue Bell, PA, 19422
$1,013,510,117223411
A Percentage of AUM, Hourly charges, Fixed Fees
2
MERIDIAN WEALTH PARTNERS, LLC
653 Skippack Pike, Ste 210
Blue Bell, PA, 19422
$905,574,005205511
A Percentage of AUM, Fixed Fees
3
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Blue Bell Executive Campus, 470 Norristown Road, Suite 305
Blue Bell, PA, 19422-2322
$534,850,934170410
A Percentage of AUM, Hourly charges, Fixed Fees
4
NORTHSTAR ASSET MANAGEMENT LLC
488 Norristown Road, Suite 142
Blue Bell, PA, 19422
$467,043,6933966
A Percentage of AUM
5
BORER DENTON & ASSOCIATES, INC.
610 Sentry Parkway, Suite 100,
Blue Bell, PA, 19422-2314
$329,898,8492026
A Percentage of AUM
6
RUBICON WEALTH MANAGEMENT, LLC
980 Jolly Rd, Suite 115
Blue Bell, PA, 19422
$220,497,5663973
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Blue Bell, Pennsylvania

QualificationsFirm CRD# 312463

Assets Under Management $1,013,510,117

No. Of Clients2234

Clients Per Financial Advisor203

AMPLIUS WEALTH ADVISORS is a financial advisory firm situated in Blue Bell, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2234 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

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

QualificationsFirm CRD# 287768

Assets Under Management $905,574,005

No. Of Clients2055

Clients Per Financial Advisor187

MERIDIAN WEALTH PARTNERS, LLC is a financial advisory firm situated in Blue Bell, Pennsylvania. With a nearly $906M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2055 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
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134184

Assets Under Management $534,850,934

No. Of Clients1704

Clients Per Financial Advisor170

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Blue Bell, Pennsylvania. With a nearly $535M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1704 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
View Full Profile

QualificationsFirm CRD# 109185

Assets Under Management $467,043,693

No. Of Clients396

Clients Per Financial Advisor66

NORTHSTAR ASSET MANAGEMENT LLC is a financial advisory firm situated in Blue Bell, Pennsylvania. With a nearly $467M assets under management, the firm specializes in crafting personalized retirement planning solutions for 396 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
View Full Profile

QualificationsFirm CRD# 135729

Assets Under Management $329,898,849

No. Of Clients202

Clients Per Financial Advisor34

BORER DENTON & ASSOCIATES, INC. is a financial advisory firm situated in Blue Bell, Pennsylvania. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 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
View Full Profile

QualificationsFirm CRD# 40130

Assets Under Management $220,497,566

No. Of Clients397

Clients Per Financial Advisor132

RUBICON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Blue Bell, Pennsylvania. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 397 clients. The team consists of 3 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
View Full Profile

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