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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 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 Newtown, Pennsylvania
Last Updated - April 19, 2024Newtown has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Newtown, Pennsylvania have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Newtown, Pennsylvania
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
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
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
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
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
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
VERIFIEDJim Bernstein
QEX Asset Management
Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65
Minimum Assets Required
$50,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
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
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
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
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Top 15 Retirement Planning firms in Newtown, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MAIN STREET FINANCIAL SOLUTIONS, LLC 503 E. Washington Avenue, Suite 1c Newtown, PA, 18940 | $1,575,472,221 | 5424 | 41 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (CONSULTING FEES BASED ON ASSETS UNDER ADVISEMENT) |
| 2 | MOUNT LUCAS MANAGEMENT LP 405 South State Street, Newtown, PA, 18940 | $1,217,600,000 | 21 | 14 | A Percentage of AUM, Performance Based |
| 3 | MIRAVAST ASSET MANAGEMENT, LLC 405 South State St., 1st Floor Newtown, PA, 18940 | $1,133,597,874 | 6 | 17 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | JMAC ENTERPRISES LLC 201 South State St, Suite 2a Newtown, PA, 18940 | $854,010,643 | 1114 | 5 | A Percentage of AUM, Fixed Fees |
| 5 | INSIGHT ADVISORS, LLC 10 N. State Street, Newtown, PA, 18940 | $574,000,000 | 2136 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | TOWERCREST CAPITAL MANAGEMENT, LLC 41 University Drive, Suite 400 Newtown, PA, 18940 | $510,454,352 | 1301 | 1 | A Percentage of AUM, Hourly charges |
| 7 | CORDATUS WEALTH MANAGEMENT LLC 10 North State St, 1st Floor Newtown, PA, 18940 | $398,208,551 | 841 | 6 | A Percentage of AUM, Fixed Fees |
| 8 | BRICK & KYLE ASSOCIATES INC 905 Mt Eyre Rd, Newtown, PA, 18940 | $347,113,222 | 392 | 6 | A Percentage of AUM |
| 9 | MOUNT LUCAS INDEX ADVISERS LLC 405 South State Street, Newtown, PA, 18940 | $261,425,874 | 1 | 0 | A Percentage of AUM |
| 10 | PWA FINANCIAL 503 E Washington Ave., Suite 1b Newtown, PA, 18940 | $205,700,997 | 889 | 5 | A Percentage of AUM |
| 11 | 46 PEAKS INVESTMENT ADVISORY GROUP 760 Newtown Yardley Road, Suite 114 Newtown, PA, 18940 | $187,974,393 | 389 | 4 | A Percentage of AUM, Fixed Fees |
| 12 | INNOVA WEALTH PARTNERS, LLC 12 Terry Drive, Suite 203 Newtown, PA, 18940 | $163,420,000 | 1107 | 5 | A Percentage of AUM, Fixed Fees |
| 13 | VERICREST PRIVATE WEALTH, LLC 41 University Drive, Suite 400 Newtown, PA, 18940 | $139,968,139 | 265 | 2 | A Percentage of AUM |
| 14 | TWENTY ACRE CAPITAL LP 790 Newtown Yardley Road, Suite 425 Newtown, PA, 18940 | $123,400,689 | 4 | 8 | A Percentage of AUM, Performance Based |
| 15 | VALMAR STRATEGIC WEALTH LLC 41 University Drive, Suite 400 Newtown, PA, 18940 | $0 | 0 | 2 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Newtown, Pennsylvania
QualificationsFirm CRD# 305834
Assets Under Management $1,575,472,221
No. Of Clients5424
Clients Per Financial Advisor132
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 5424 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 (CONSULTING FEES BASED ON ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 108255
Assets Under Management $1,217,600,000
No. Of Clients21
Clients Per Financial Advisor2
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 21 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 168582
Assets Under Management $1,133,597,874
No. Of Clients6
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 6 clients. The team consists of 17 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
- Portfolio Management for Business
QualificationsFirm CRD# 312710
Assets Under Management $854,010,643
No. Of Clients1114
Clients Per Financial Advisor223
JMAC ENTERPRISES LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1114 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168057
Assets Under Management $574,000,000
No. Of Clients2136
Clients Per Financial Advisor107
INSIGHT ADVISORS, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $574M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2136 clients. The team consists of 20 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 152069
Assets Under Management $510,454,352
No. Of Clients1301
Clients Per Financial Advisor1301
TOWERCREST CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $510M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1301 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 282871
Assets Under Management $398,208,551
No. Of Clients841
Clients Per Financial Advisor140
CORDATUS WEALTH MANAGEMENT LLC 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 841 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 107771
Assets Under Management $347,113,222
No. Of Clients392
Clients Per Financial Advisor65
BRICK & KYLE ASSOCIATES INC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 310820
Assets Under Management $261,425,874
No. Of Clients1
Clients Per Financial AdvisorInfinity
MOUNT LUCAS INDEX ADVISERS LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $261M 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
QualificationsFirm CRD# 165369
Assets Under Management $205,700,997
No. Of Clients889
Clients Per Financial Advisor178
PWA FINANCIAL is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 889 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 306902
Assets Under Management $187,974,393
No. Of Clients389
Clients Per Financial Advisor97
46 PEAKS INVESTMENT ADVISORY GROUP is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 389 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168500
Assets Under Management $163,420,000
No. Of Clients1107
Clients Per Financial Advisor221
INNOVA WEALTH PARTNERS, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1107 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 311111
Assets Under Management $139,968,139
No. Of Clients265
Clients Per Financial Advisor133
VERICREST PRIVATE WEALTH, LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 265 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 306381
Assets Under Management $123,400,689
No. Of Clients4
Clients Per Financial Advisor1
TWENTY ACRE CAPITAL LP is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $123M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Portfolio Management for Business
QualificationsFirm CRD# 328023
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
VALMAR STRATEGIC WEALTH LLC is a financial advisory firm situated in Newtown, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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