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Find Retirement Advisors for Retirement Planning in Kennett Square, 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 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 Kennett Square, Pennsylvania
Last Updated - April 25, 2025Kennett Square has 14 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 Kennett Square, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Kennett Square, Pennsylvania
VERIFIEDScott 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
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDMatthew Haraburda
CFP®, CFA®
Bernardo Wealth Planning
Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63
Minimum Assets Required
$500,000
Advisory Services:
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
Compensation/Fee
Fee-Based, Based on Assets
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Kennett Square, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 500 Old Forge Lane, Suite 501 Kennett Square, PA, 19348 | $1,253,355,598 | 2679 | 13 | A percentage of AUM, Fixed fees |
| 2 | 235 Whitehorse Lane, Kennett Square, PA, 19348 | $697,882,000 | 3 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 235 Whitehorse Lane, Suite 200 Kennett Square, PA, 19348 | $224,836,622 | 1 | 5 | A percentage of AUM |
| 4 | 224 East Street Rd., Office B2ab Kennett Square, PA, 19348 | $167,000,000 | 550 | 2 | A percentage of AUM, Fixed fees |
| 5 | 206 N Union St, Kennett Square, PA, 19348 | $163,923,630 | 613 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Kennett Square, Pennsylvania
QualificationsFirm CRD# 297021
Assets Under Management $1,253,355,598
No. Of Clients2679
Clients Per Financial Advisor206
BRANDYWINE OAK PRIVATE WEALTH LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2679 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
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
QualificationsFirm CRD# 158802
Assets Under Management $697,882,000
No. Of Clients3
Clients Per Financial Advisor1
CHATHAM INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $698M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 288708
Assets Under Management $224,836,622
No. Of Clients1
Clients Per Financial Advisor0
UNION SQUARE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
- Portfolio management for investment companies
QualificationsFirm CRD# 329884
Assets Under Management $167,000,000
No. Of Clients550
Clients Per Financial Advisor275
HOLOS INTEGRATED WEALTH is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 550 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 323360
Assets Under Management $163,923,630
No. Of Clients613
Clients Per Financial Advisor123
LEGACY SOLUTIONS, LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 613 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
- 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
- Education seminars/workshops
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