Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
Blue Bell has 20 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 15 years of experience.
Mike Weber
CFP®
Blue Bell Private Wealth Management
Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65
Minimum Assets Required
Not Specified
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
Fee-Only, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Tower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
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
Fee-Only
David Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Eric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 8733
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Matthew Haraburda
CFP®, CFA®
Bernardo Wealth Planning
Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63
Minimum Assets Required
$500,000
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
Fee-Based, Based on Assets
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
Fee-Based, Based on Assets
Michael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Not Specified
Fee-Based, Based on Assets
Patrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 66
Minimum Assets Required
$100,000
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
Fee-Only, Based on Assets
Retirement Planning, Education Funding and Planning
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Not Specified
Fee-Based
Chip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
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
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Peter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Not Specified
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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
Fee-Based, Flat Fee
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1787 Sentry Parkway West, Veva 16, Suite 100 Blue Bell, PA, 19422 | $1,013,510,117 | 2234 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | 653 Skippack Pike, Ste 210 Blue Bell, PA, 19422 | $905,574,005 | 2055 | 11 | A Percentage of AUM, Fixed Fees |
3 | Blue Bell Executive Campus, 470 Norristown Road, Suite 305 Blue Bell, PA, 19422-2322 | $534,850,934 | 1704 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | 488 Norristown Road, Suite 142 Blue Bell, PA, 19422 | $467,043,693 | 396 | 6 | A Percentage of AUM |
5 | 610 Sentry Parkway, Suite 100, Blue Bell, PA, 19422-2314 | $329,898,849 | 202 | 6 | A Percentage of AUM |
6 | 980 Jolly Rd, Suite 115 Blue Bell, PA, 19422 | $220,497,566 | 397 | 3 | A Percentage of AUM, Fixed Fees |
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.
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.
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.
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.
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.
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.
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