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Find Retirement Advisors for Retirement Planning in King Of Prussia, 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 King Of Prussia, Pennsylvania
Last Updated - April 11, 2024King Of Prussia has 14 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 King Of Prussia, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in King Of Prussia, Pennsylvania
VERIFIEDTower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
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.
Compensation/Fee
Fee-Only
VERIFIEDMike Weber
CFP®
Blue Bell Private Wealth Management
Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65
Minimum Assets Required
Not Specified
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, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, 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
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
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
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
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDPaul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in King Of Prussia, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | GIRARD ADVISORY SERVICES, LLC 555 Croton Road, Suite 210 King Of Prussia, PA, 19406 | $2,079,898,541 | 4577 | 50 | A Percentage of AUM, Fixed Fees |
| 2 | MORGAN PROPERTIES SPECIAL SITUATIONS II LLC 160 Clubhouse Road, King Of Prussia, PA, 19406 | $1,014,215,887 | 5 | 13 | A Percentage of AUM, Performance Based |
| 3 | INDEPENDENCE SQUARE HOLDINGS, LLC 150 South Warner Road, Suite 300 King Of Prussia, PA, 19406 | $926,375,464 | 2025 | 41 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES) |
| 4 | ETHOS FINANCIAL GROUP, LLC 2200 Renaissance Blvd, Suite 340 King Of Prussia, PA, 19406 | $651,837,810 | 1815 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 5 | FORTIS ADVISORS, LLC 1045 First Avenue, Suite 120 King Of Prussia, PA, 19406 | $459,948,455 | 274 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 6 | CERTIOR FINANCIAL GROUP, LLC 20104 Valley Forge Circle, King Of Prussia, PA, 19406 | $240,401,702 | 1243 | 10 | A Percentage of AUM, Fixed Fees, Commission Based |
| 7 | MAGUIRE INVESTMENTS LLC 1150 First Avenue, Suite 501 King Of Prussia, PA, 19406 | $220,273,209 | 276 | 4 | A Percentage of AUM, Fixed Fees |
| 8 | NICHE INVESTMENT ADVISORS LLC 2200 Renaissance Blvd., Suite 340 King Of Prussia, PA, 19406 | $25,238,000 | 110 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (TERMINATION FEE) |
Information on Top Retirement Planning firms in King Of Prussia, Pennsylvania
QualificationsFirm CRD# 39163
Assets Under Management $2,079,898,541
No. Of Clients4577
Clients Per Financial Advisor92
GIRARD ADVISORY SERVICES, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4577 clients. The team consists of 50 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 300795
Assets Under Management $1,014,215,887
No. Of Clients5
Clients Per Financial Advisor0
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
Financial Planning Services
QualificationsFirm CRD# 300139
Assets Under Management $926,375,464
No. Of Clients2025
Clients Per Financial Advisor49
INDEPENDENCE SQUARE HOLDINGS, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $926M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2025 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (REFERRAL FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 321748
Assets Under Management $651,837,810
No. Of Clients1815
Clients Per Financial Advisor113
ETHOS FINANCIAL GROUP, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $652M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1815 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 164498
Assets Under Management $459,948,455
No. Of Clients274
Clients Per Financial Advisor39
FORTIS ADVISORS, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 274 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 285502
Assets Under Management $240,401,702
No. Of Clients1243
Clients Per Financial Advisor124
CERTIOR FINANCIAL GROUP, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1243 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
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 164039
Assets Under Management $220,273,209
No. Of Clients276
Clients Per Financial Advisor69
MAGUIRE INVESTMENTS LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 276 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
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 311014
Assets Under Management $25,238,000
No. Of Clients110
Clients Per Financial Advisor55
NICHE INVESTMENT ADVISORS LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $25M assets under management, the firm specializes in crafting personalized retirement planning solutions for 110 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
- Other (TERMINATION FEE)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.