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Find Retirement Advisors for Retirement Planning in Canonsburg, Pennsylvania

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Canonsburg, Pennsylvania

Last Updated - April 25, 2025

Canonsburg has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Canonsburg, Pennsylvania have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Canonsburg, Pennsylvania

VERIFIED

Transparent Financial Solutions
CFP^®, CLU^®, ChFC^®

Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

225 W Station Square Dr,
Pittsburgh, PA 15219 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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 8 Retirement Planning firms in Canonsburg, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	380 Southpointe Blvd, South Pointe Plaza Ii Suite 315 Canonsburg, PA, 15317	$578,666,263	1130	13	A percentage of AUM, Fixed fees
2	400 Southpointe Blvd., Plaza One, Suite 420 Canonsburg, PA, 15317	$533,769,756	1589	6	A percentage of AUM, Hourly charges, Fixed fees
3	380 Southpointe Blvd., Suite 130 Canonsburg, PA, 15317	$330,251,966	741	6	A percentage of AUM, Hourly charges, Fixed fees
4	1800 Main Street, Suite 230 Canonsburg, PA, 15317	$230,000,000	407	5	A percentage of AUM
5	1600 Ashwood Drive, Ste 1601 Canonsburg, PA, 15317	$203,658,601	947	7	A percentage of AUM, Fixed fees
6	135 Technology Drive, Suite 100 Canonsburg, PA, 15317	$159,316,353	1031	11	A percentage of AUM
7	2400 Ansys Drive, Suite 102 Canonsburg, PA, 15317	$128,216,032	320	3	A percentage of AUM, Hourly charges, Fixed fees
8	125 Technology Drive, Suite 105 Canonsburg, PA, 15317	$2,036,212	21	1	A percentage of AUM

Information on Top Retirement Planning firms in Canonsburg, Pennsylvania

GRANT STREET ASSET MANAGEMENT INC

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QualificationsFirm CRD# 106980

Assets Under Management $578,666,263

No. Of Clients1130

Clients Per Financial Advisor87

GRANT STREET ASSET MANAGEMENT INC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $579M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1130 clients. The team consists of 13 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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H FINANCIAL MANAGEMENT

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QualificationsFirm CRD# 148209

Assets Under Management $533,769,756

No. Of Clients1589

Clients Per Financial Advisor265

H FINANCIAL MANAGEMENT is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $534M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1589 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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SANTORI & PETERS

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QualificationsFirm CRD# 105978

Assets Under Management $330,251,966

No. Of Clients741

Clients Per Financial Advisor124

SANTORI & PETERS is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 741 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (FINANCIAL CONSULTING)

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WYZE WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 329413

Assets Under Management $230,000,000

No. Of Clients407

Clients Per Financial Advisor81

WYZE WEALTH ADVISORS, LLC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 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 services
Portfolio management for individuals and/or small businesses

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BRAUN-BOSTICH & ASSOCIATES INC.

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QualificationsFirm CRD# 288336

Assets Under Management $203,658,601

No. Of Clients947

Clients Per Financial Advisor135

BRAUN-BOSTICH & ASSOCIATES INC. is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 947 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

NETWORTH ADVISORS, LLC

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QualificationsFirm CRD# 311621

Assets Under Management $159,316,353

No. Of Clients1031

Clients Per Financial Advisor94

NETWORTH ADVISORS, LLC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $159M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1031 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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MAIN ADVISORY, INC.

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QualificationsFirm CRD# 328040

Assets Under Management $128,216,032

No. Of Clients320

Clients Per Financial Advisor107

MAIN ADVISORY, INC. is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 320 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

View Full Profile

BRYAN ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 153659

Assets Under Management $2,036,212

No. Of Clients21

Clients Per Financial Advisor21

BRYAN ADVISORY SERVICES, LLC is a financial advisory firm situated in Canonsburg, Pennsylvania. With a nearly $2M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 1 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 and/or small businesses
Pesnsion consulting services

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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