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Find Retirement Advisors for Retirement Planning in Camp Hill, 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 Camp Hill, Pennsylvania
Last Updated - April 11, 2024Camp Hill has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Camp Hill, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Camp Hill, Pennsylvania
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Camp Hill, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | RIVER WEALTH ADVISORS LLC 100 Corporate Center Drive, Suite 102 Camp Hill, PA, 17011 | $896,649,243 | 2145 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | LIGHTHOUSE WEALTH MANAGEMENT, LLC 210 Grandview Avenue, Camp Hill, PA, 17011 | $103,000,000 | 160 | 2 | A Percentage of AUM, Hourly charges |
| 3 | INVARIANT INVESTMENT MANAGEMENT 200 Grandview Avenue, Suite 103 Camp Hill, PA, 17011 | $91,681,415 | 597 | 8 | A Percentage of AUM, Fixed Fees |
| 4 | ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC 3500 Market Street, Suite 102, Camp Hill, PA, 17011 | $62,810,355 | 294 | 5 | A Percentage of AUM |
| 5 | KELLER FINANCIAL GROUP 3815 Market Street, Camp Hill, PA, 17011 | $0 | 0 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Camp Hill, Pennsylvania
QualificationsFirm CRD# 173767
Assets Under Management $896,649,243
No. Of Clients2145
Clients Per Financial Advisor143
RIVER WEALTH ADVISORS LLC is a financial advisory firm situated in Camp Hill, Pennsylvania. With a nearly $897M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2145 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# 307529
Assets Under Management $103,000,000
No. Of Clients160
Clients Per Financial Advisor80
LIGHTHOUSE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Camp Hill, Pennsylvania. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 160 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 168772
Assets Under Management $91,681,415
No. Of Clients597
Clients Per Financial Advisor75
INVARIANT INVESTMENT MANAGEMENT is a financial advisory firm situated in Camp Hill, Pennsylvania. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 597 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 147982
Assets Under Management $62,810,355
No. Of Clients294
Clients Per Financial Advisor59
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC is a financial advisory firm situated in Camp Hill, Pennsylvania. With a nearly $63M assets under management, the firm specializes in crafting personalized retirement planning solutions for 294 clients. The team consists of 5 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
- Pension Consulting Services
QualificationsFirm CRD# 328195
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
KELLER FINANCIAL GROUP is a financial advisory firm situated in Camp Hill, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 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
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