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Find Retirement Advisors for Retirement Planning in Chadds Ford, 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 Chadds Ford, Pennsylvania

Last Updated - March 21, 2024

Chadds Ford has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Chadds Ford, Pennsylvania have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Chadds Ford, Pennsylvania

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David Levy
CFP®
Diversified, LLC

Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66

Minimum Assets Required
$100,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Scott McGraw
MERIT Investment Management

Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65

Minimum Assets Required
$0

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.

Compensation/Fee

Fee-Only, Based on Assets

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Andrew 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

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Ketul Mody
CFP®, RICP®
Diamond State Financial Group

Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Nicholas Vali
ChFC®
Diamond State Financial Group

Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, 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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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

advisor-photo
vector.svg VERIFIED

Barbara Rowens
RICP®, CDFA®
Barbara Rowens Financial

Qualifications
CRD# 5020083
Firm CRD# 17839
Series 6, 63, 65

Minimum Assets Required
$100,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Top 9 Retirement Planning firms in Chadds Ford, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DT INVESTMENT PARTNERS, LLC
Brandywine Five, 1 Dickinson Drive, Suite 103
Chadds Ford, PA, 19317-9665
$1,275,548,36716209
A Percentage of AUM, Fixed Fees
2
CHADDS FORD WEALTH PARTNERS, LLC
225 Wilmington West Chester Pike, Suite 200
Chadds Ford, PA, 19317
$1,004,773,6341722
A Percentage of AUM, Hourly charges, Fixed Fees
3
SMITHBRIDGE ASSET MANAGEMENT, INC.
116 Commons Court,
Chadds Ford, PA, 19317
$527,600,05781111
A Percentage of AUM, Hourly charges, Fixed Fees
4
GARDNER LEWIS ASSET MANAGEMENT LP
285 Wilmington West Chester Pike,
Chadds Ford, PA, 19317-9039
$342,157,7971810
A Percentage of AUM, Performance Based
5
OWLS NEST PARTNERS
223 Wilmington-West Chester Pike, Suite 300
Chadds Ford, PA, 19317-9711
$250,260,728179
A Percentage of AUM, Performance Based
6
PF ADVISORS
225 Wilmington-West Chester Pike, Suite 200,
Chadds Ford, PA, 19317
$239,873,57381
A Percentage of AUM
7
CHARTERED ADVISORY GROUP
130 Commons Court,
Chadds Ford, PA, 19317
$137,267,9079516
A Percentage of AUM, Fixed Fees, Commission Based
8
DARK HORSE CAPITAL MANAGEMENT LLC
285 Wilmington West Chester Pike, Floor 2
Chadds Ford, PA, 19317
$57,650,95242
A Percentage of AUM, Performance Based
9
QUINN WEALTH ADVISORS
Brandywine Five, 1 Dickinson Drive, Suite 103
Chadds Ford, PA, 19317
$43,495,3871311
A Percentage of AUM

Information on Top Retirement Planning firms in Chadds Ford, Pennsylvania

QualificationsFirm CRD# 157646

Assets Under Management $1,275,548,367

No. Of Clients1620

Clients Per Financial Advisor180

DT INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1620 clients. The team consists of 9 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

QualificationsFirm CRD# 304159

Assets Under Management $1,004,773,634

No. Of Clients172

Clients Per Financial Advisor86

CHADDS FORD WEALTH PARTNERS, LLC is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 172 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 106261

Assets Under Management $527,600,057

No. Of Clients811

Clients Per Financial Advisor74

SMITHBRIDGE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 105033

Assets Under Management $342,157,797

No. Of Clients18

Clients Per Financial Advisor2

GARDNER LEWIS ASSET MANAGEMENT LP is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $342M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 289811

Assets Under Management $250,260,728

No. Of Clients17

Clients Per Financial Advisor2

OWLS NEST PARTNERS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 277156

Assets Under Management $239,873,573

No. Of Clients8

Clients Per Financial Advisor8

PF ADVISORS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
View Full Profile

QualificationsFirm CRD# 116517

Assets Under Management $137,267,907

No. Of Clients951

Clients Per Financial Advisor159

CHARTERED ADVISORY GROUP is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 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
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 321156

Assets Under Management $57,650,952

No. Of Clients4

Clients Per Financial Advisor2

DARK HORSE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $58M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 166144

Assets Under Management $43,495,387

No. Of Clients131

Clients Per Financial Advisor131

QUINN WEALTH ADVISORS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $43M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 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

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

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