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Find Retirement Advisors for Retirement Planning in Newtown, 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 Newtown, Pennsylvania
Last Updated - April 25, 2025Newtown has 20 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Newtown, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Newtown, Pennsylvania
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
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
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
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
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
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, Based on Assets
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 - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 340 Madison Avenue,
New York, NY 10173 See Details
Advisory Services:
Not Specified
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, Estate Planning & Trusts, 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, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
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 15 Retirement Planning firms in Newtown, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 503 E. Washington Avenue, Suite 1c Newtown, PA, 18940 | $1,770,646,602 | 5220 | 41 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 405 South State St., 1st Floor Newtown, PA, 18940 | $1,173,288,395 | 8 | 19 | A percentage of AUM, Fixed fees, Performance Based |
| 3 | 405 South State Street, Newtown, PA, 18940 | $1,144,600,000 | 15 | 14 | A percentage of AUM, Performance Based |
| 4 | 201 South State St, Suite 2a Newtown, PA, 18940 | $918,779,505 | 1141 | 5 | A percentage of AUM, Fixed fees |
| 5 | 10 N. State Street, Newtown, PA, 18940 | $703,000,000 | 2398 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 41 University Drive, Suite 400 Newtown, PA, 18940 | $633,019,384 | 1558 | 1 | A percentage of AUM, Hourly charges |
| 7 | 905 Mt Eyre Rd, Newtown, PA, 18940 | $397,730,336 | 342 | 6 | A percentage of AUM |
| 8 | 503 E Washington Ave., Suite 1b Newtown, PA, 18940 | $267,948,771 | 1012 | 4 | A percentage of AUM |
| 9 | 405 South State Street, Newtown, PA, 18940 | $260,148,605 | 1 | 0 | A percentage of AUM |
| 10 | 125 Pheasant Run, Suite 100 Newtown, PA, 18940 | $236,163,322 | 179 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 12 Terry Drive, Suite 203 Newtown, PA, 18940 | $228,175,527 | 1197 | 4 | A percentage of AUM, Fixed fees |
| 12 | 760 Newtown Yardley Road, Suite 114 Newtown, PA, 18940 | $197,578,430 | 392 | 4 | A percentage of AUM, Fixed fees |
| 13 | 790 Newtown Yardley Road, Suite 425 Newtown, PA, 18940 | $180,708,760 | 5 | 8 | A percentage of AUM, Performance Based |
| 14 | 41 University Drive, Suite 400 Newtown, PA, 18940 | $127,197,147 | 279 | 2 | A percentage of AUM |
| 15 | 301 S State Street, Suite N002 Newtown, PA, 18940 | $3,500,000 | 3 | 3 | A percentage of AUM |
Information on Top Retirement Planning firms in Newtown, Pennsylvania
QualificationsFirm CRD# 305834
Assets Under Management $1,770,646,602
No. Of Clients5220
Clients Per Financial Advisor127
MAIN STREET FINANCIAL SOLUTIONS, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5220 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 168582
Assets Under Management $1,173,288,395
No. Of Clients8
Clients Per Financial Advisor0
MIRAVAST ASSET MANAGEMENT, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108255
Assets Under Management $1,144,600,000
No. Of Clients15
Clients Per Financial Advisor1
MOUNT LUCAS MANAGEMENT LP is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 14 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 312710
Assets Under Management $918,779,505
No. Of Clients1141
Clients Per Financial Advisor228
JMAC ENTERPRISES LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $919M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1141 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 168057
Assets Under Management $703,000,000
No. Of Clients2398
Clients Per Financial Advisor126
INSIGHT ADVISORS, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $703M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2398 clients. The team consists of 19 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 152069
Assets Under Management $633,019,384
No. Of Clients1558
Clients Per Financial Advisor1558
TOWERCREST CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $633M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1558 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 107771
Assets Under Management $397,730,336
No. Of Clients342
Clients Per Financial Advisor57
BRICK & KYLE ASSOCIATES INC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $398M assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 165369
Assets Under Management $267,948,771
No. Of Clients1012
Clients Per Financial Advisor253
PWA FINANCIAL is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1012 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 310820
Assets Under Management $260,148,605
No. Of Clients1
Clients Per Financial AdvisorInfinity
MOUNT LUCAS INDEX ADVISERS LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 0 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# 121856
Assets Under Management $236,163,322
No. Of Clients179
Clients Per Financial Advisor30
CROSSGATE WEALTH ADVISORS, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 179 clients. The team consists of 6 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
QualificationsFirm CRD# 168500
Assets Under Management $228,175,527
No. Of Clients1197
Clients Per Financial Advisor299
INNOVA WEALTH PARTNERS, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1197 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 306902
Assets Under Management $197,578,430
No. Of Clients392
Clients Per Financial Advisor98
46 PEAKS INVESTMENT ADVISORY GROUP is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
- 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# 306381
Assets Under Management $180,708,760
No. Of Clients5
Clients Per Financial Advisor1
TWENTY ACRE CAPITAL LP is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 8 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 311111
Assets Under Management $127,197,147
No. Of Clients279
Clients Per Financial Advisor140
VERICREST PRIVATE WEALTH, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 279 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 156974
Assets Under Management $3,500,000
No. Of Clients3
Clients Per Financial Advisor1
PRECIDIAN FUNDS LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $4M 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
Financial Planning Services
- Portfolio management for investment companies
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