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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 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 Kennett Square, Pennsylvania
Last Updated - April 18, 2024Kennett Square has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Kennett Square, Pennsylvania have an average of 24 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
VERIFIEDDavid 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
VERIFIEDAndrew 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
VERIFIEDKetul 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
VERIFIEDNicholas 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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDLimerick 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
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
Since 1998
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Top 4 Retirement Planning firms in Kennett Square, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BRANDYWINE OAK PRIVATE WEALTH LLC 500 Old Forge Lane, Suite 501 Kennett Square, PA, 19348 | $1,183,628,982 | 2830 | 12 | A Percentage of AUM, Fixed Fees |
| 2 | CHATHAM INVESTMENT ADVISORS, LLC 235 Whitehorse Lane, Kennett Square, PA, 19348 | $595,748,000 | 3 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | UNION SQUARE CAPITAL PARTNERS, LLC 235 Whitehorse Lane, Suite 200 Kennett Square, PA, 19348 | $359,010,668 | 2 | 9 | A Percentage of AUM |
| 4 | LEGACY SOLUTIONS, LLC 206 N Union St, Kennett Square, PA, 19348 | $107,375,178 | 365 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Kennett Square, Pennsylvania
QualificationsFirm CRD# 297021
Assets Under Management $1,183,628,982
No. Of Clients2830
Clients Per Financial Advisor236
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 2830 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 158802
Assets Under Management $595,748,000
No. Of Clients3
Clients Per Financial Advisor1
CHATHAM INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $596M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 288708
Assets Under Management $359,010,668
No. Of Clients2
Clients Per Financial Advisor0
UNION SQUARE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 323360
Assets Under Management $107,375,178
No. Of Clients365
Clients Per Financial Advisor91
LEGACY SOLUTIONS, LLC is a financial advisory firm situated in Kennett Square, Pennsylvania. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 365 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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