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Find Retirement Advisors for Retirement Planning in King Of Prussia, Pennsylvania

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.

Finding the Best Retirement Planners in King Of Prussia, Pennsylvania

Last Updated - June 6, 2026

King Of Prussia has 16 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 King Of Prussia, Pennsylvania have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in King Of Prussia, Pennsylvania

Top 5 Retirement Planning firms in King Of Prussia, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	555 Croton Road, Suite 210 King Of Prussia, PA, 19406	$2,333,655,591	4622	57	A percentage of AUM, Fixed fees
2	2200 Renaissance Blvd, Suite 340 King Of Prussia, PA, 19406	$913,934,805	2482	26	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
3	20104 Valley Forge Circle, King Of Prussia, PA, 19406	$363,862,446	1698	10	A percentage of AUM, Fixed fees, Commission Based
4	840 First Avenue, Suite 350 King Of Prussia, PA, 19406	$240,738,148	300	4	A percentage of AUM, Fixed fees
5	630 Freedom Business Center, Third Floor King Of Prussia, PA, 19406	$122,160,000	728	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in King Of Prussia, Pennsylvania

GIRARD ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 39163

Assets Under Management $2,333,655,591

No. Of Clients4622

Clients Per Financial Advisor81

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 4622 clients. The team consists of 57 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
Pesnsion consulting services
Selection for other advisors

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ETHOS FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 321748

Assets Under Management $913,934,805

No. Of Clients2482

Clients Per Financial Advisor95

ETHOS FINANCIAL GROUP, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $914M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2482 clients. The team consists of 26 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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CERTIOR FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 285502

Assets Under Management $363,862,446

No. Of Clients1698

Clients Per Financial Advisor170

CERTIOR FINANCIAL GROUP, LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $364M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1698 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 services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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MAGUIRE INVESTMENTS LLC

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QualificationsFirm CRD# 164039

Assets Under Management $240,738,148

No. Of Clients300

Clients Per Financial Advisor75

MAGUIRE INVESTMENTS LLC is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 300 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 and/or small businesses
Publication of periodicals and newsletters

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PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

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QualificationsFirm CRD# 155652

Assets Under Management $122,160,000

No. Of Clients728

Clients Per Financial Advisor364

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. is a financial advisory firm situated in King Of Prussia, Pennsylvania. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 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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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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