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Find Retirement Advisors for Retirement Planning in Pennsylvania, Erie

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.

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	Zuck Road Office Park, 5121 Zuck Road Erie, PA, 16506	$6,504,509,773	20275	112	A percentage of AUM, Hourly charges, Fixed fees
2	1250 Tower Lane, Suite 101 Erie, PA, 16505	$318,480,852	466	2	A percentage of AUM, Hourly charges, Fixed fees
3	100 State Street, Suite 506, Erie, PA, 16507-1466	$203,860,849	285	4	A percentage of AUM
4	3939 West Ridge Road, Suite C2 Erie, PA, 16506-1887	$200,122,182	368	3	A percentage of AUM, Hourly charges, Fixed fees
5	5121 Zuck Rd, Erie, PA, 16505	$127,872,346	217	4	A percentage of AUM, Fixed fees
6	5121 Zuck Road, Erie, PA, 16506	$115,335,997	5	12	A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Erie, Pennsylvania

HBKS WEALTH ADVISORS

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QualificationsFirm CRD# 112139

Assets Under Management $6,504,509,773

No. Of Clients20275

Clients Per Financial Advisor181

HBKS WEALTH ADVISORS is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20275 clients. The team consists of 112 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
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

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BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

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QualificationsFirm CRD# 146448

Assets Under Management $318,480,852

No. Of Clients466

Clients Per Financial Advisor233

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $318M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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WEDGEWOOD INVESTORS INC

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QualificationsFirm CRD# 104834

Assets Under Management $203,860,849

No. Of Clients285

Clients Per Financial Advisor71

WEDGEWOOD INVESTORS INC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 clients. The team consists of 4 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services

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ROBBINS WEALTH MANAGEMENT

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QualificationsFirm CRD# 106088

Assets Under Management $200,122,182

No. Of Clients368

Clients Per Financial Advisor123

ROBBINS WEALTH MANAGEMENT is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $200M assets under management, the firm specializes in crafting personalized retirement planning solutions for 368 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

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ELITE LIFE MANAGEMENT LLC

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QualificationsFirm CRD# 310917

Assets Under Management $127,872,346

No. Of Clients217

Clients Per Financial Advisor54

ELITE LIFE MANAGEMENT LLC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 217 clients. The team consists of 4 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

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PARK SHORE PARTNERS LLC

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QualificationsFirm CRD# 145265

Assets Under Management $115,335,997

No. Of Clients5

Clients Per Financial Advisor0

PARK SHORE PARTNERS LLC is a financial advisory firm situated in Erie, Pennsylvania. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 12 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 pooled investment vehicles

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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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