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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 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 - May 2, 2025King Of Prussia has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in King Of Prussia, Pennsylvania have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in King Of Prussia, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
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
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDPatrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, 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
Since 1998
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Top 6 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 | 150 South Warner Road, Suite 300 King Of Prussia, PA, 19406 | $1,146,643,141 | 3402 | 40 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based, Other (REFERRAL FEES) |
| 3 | 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 |
| 4 | 20104 Valley Forge Circle, King Of Prussia, PA, 19406 | $363,862,446 | 1698 | 10 | A percentage of AUM, Fixed fees, Commission Based |
| 5 | 840 First Avenue, Suite 350 King Of Prussia, PA, 19406 | $240,738,148 | 300 | 4 | A percentage of AUM, Fixed fees |
| 6 | 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
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
QualificationsFirm CRD# 300139
Assets Under Management $1,146,643,141
No. Of Clients3402
Clients Per Financial Advisor85
INDEPENDENCE SQUARE HOLDINGS, 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 3402 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Commission Based
- Other (REFERRAL FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (CASH MANAGEMENT & MORTGAGE SERVICES)
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
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
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
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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