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Find Retirement Advisors for Retirement Planning in Sewickley, 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 Sewickley, Pennsylvania

Last Updated - May 15, 2025

Sewickley has 4 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 Sewickley, Pennsylvania have an average of 32 years of experience.

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List of Qualified Retirement Planning Advisors in Sewickley, Pennsylvania

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Transparent Financial Solutions
CFP^®, CLU^®, ChFC^®

Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

225 W Station Square Dr,
Pittsburgh, PA 15219 See Details

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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

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VERIFIED

Michael Marion
CFP^®
Marion Wealth Management

Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65

Minimum Assets Required
Not Specified

Address

2790 Mosside Blvd,
Suite 640,
Monroeville, PA 15146 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Top 5 Retirement Planning firms in Sewickley, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2200 Georgetown Drive, Suite 302 Sewickley, PA, 15143	$2,422,371,738	5442	35	A percentage of AUM, Fixed fees
2	1603 Carmody Court, Suite 401 Sewickley, PA, 15143	$1,075,569,668	1048	9	A percentage of AUM, Fixed fees
3	2200 Georgetown Drive, Suite 401 Sewickley, PA, 15143	$808,380,423	240	7	A percentage of AUM, Fixed fees
4	2605 Nicholson Road, Building 5, Suite 5240 Sewickley, PA, 15143	$495,865,179	191	3	A percentage of AUM, Fixed fees
5	417 Thorn Street, Suite 300 Sewickley, PA, 15143	$143,844,876	407	4	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Sewickley, Pennsylvania

FRAGASSO FINANCIAL ADVISORS

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QualificationsFirm CRD# 123255

Assets Under Management $2,422,371,738

No. Of Clients5442

Clients Per Financial Advisor155

FRAGASSO FINANCIAL ADVISORS is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5442 clients. The team consists of 35 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

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ROBLE, BELKO AND COMPANY, INC.

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QualificationsFirm CRD# 123286

Assets Under Management $1,075,569,668

No. Of Clients1048

Clients Per Financial Advisor116

ROBLE, BELKO AND COMPANY, INC. is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1048 clients. The team consists of 9 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
Selection for other advisors

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AUFMAN ASSOCIATES INC

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QualificationsFirm CRD# 104622

Assets Under Management $808,380,423

No. Of Clients240

Clients Per Financial Advisor34

AUFMAN ASSOCIATES INC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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ROOTSTOCK ADVISORS

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QualificationsFirm CRD# 167665

Assets Under Management $495,865,179

No. Of Clients191

Clients Per Financial Advisor64

ROOTSTOCK ADVISORS is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $496M assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 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
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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JMS CAPITAL GROUP WEALTH SERVICES, LLC

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QualificationsFirm CRD# 281325

Assets Under Management $143,844,876

No. Of Clients407

Clients Per Financial Advisor102

JMS CAPITAL GROUP WEALTH SERVICES, LLC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 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
Publication of periodicals and newsletters
Other (INSURANCE, ESTATE PLANNING)

View Full Profile

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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