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Find Retirement Advisors for Retirement Planning in State College, 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 State College, Pennsylvania

Last Updated - April 25, 2025

State College has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in State College, Pennsylvania have an average of 0 years of experience.

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List of Qualified Retirement Planning Advisors in State College, Pennsylvania

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 7 Retirement Planning firms in State College, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	476 Rolling Ridge Drive, Suite 315 State College, PA, 16801	$2,254,526,552	8430	87	A percentage of AUM, Hourly charges, Fixed fees
2	232 Regent Court, State College, PA, 16801	$1,299,669,773	1725	26	A percentage of AUM, Fixed fees
3	270 Walker Drive, #200sw, State College, PA, 16801	$417,424,103	1487	9	Hourly charges, Fixed fees
4	366 Walker Drive, Suite 370 State College, PA, 16801	$226,182,547	606	5	A percentage of AUM, Hourly charges, Fixed fees
5	2134 Sandy Drive, Suite 1 State College, PA, 16803	$204,795,961	1444	4	A percentage of AUM, Fixed fees, Other (CO-ADVISOR)
6	110 Regent Court, Suite 202, State College, PA, 16801	$185,154,920	594	3	A percentage of AUM, Hourly charges
7	270 Walker Drive, Suite 200nw State College, PA, 16801	$135,619,869	342	6	A percentage of AUM

Information on Top Retirement Planning firms in State College, Pennsylvania

VICUS CAPITAL, INC.

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QualificationsFirm CRD# 116021

Assets Under Management $2,254,526,552

No. Of Clients8430

Clients Per Financial Advisor97

VICUS CAPITAL, INC. is a financial advisory firm situated in State College, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8430 clients. The team consists of 87 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
Education seminars/workshops

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ABUNDANCE WEALTH COUNSELORS, LLC

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QualificationsFirm CRD# 111740

Assets Under Management $1,299,669,773

No. Of Clients1725

Clients Per Financial Advisor66

ABUNDANCE WEALTH COUNSELORS, LLC is a financial advisory firm situated in State College, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1725 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

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MCCLARREN FINANCIAL ADVISORS

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QualificationsFirm CRD# 122147

Assets Under Management $417,424,103

No. Of Clients1487

Clients Per Financial Advisor165

MCCLARREN FINANCIAL ADVISORS is a financial advisory firm situated in State College, Pennsylvania. With a nearly $417M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1487 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees

Financial Planning Services

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

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INVESTED ADVISORS

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QualificationsFirm CRD# 311243

Assets Under Management $226,182,547

No. Of Clients606

Clients Per Financial Advisor121

INVESTED ADVISORS is a financial advisory firm situated in State College, Pennsylvania. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 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
Hourly charges
Fixed fees

Financial Planning Services

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

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FINANCIAL ABUNDANCE, INC.

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QualificationsFirm CRD# 143300

Assets Under Management $204,795,961

No. Of Clients1444

Clients Per Financial Advisor361

FINANCIAL ABUNDANCE, INC. is a financial advisory firm situated in State College, Pennsylvania. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 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
Other (CO-ADVISOR)

Financial Planning Services

Financial planning services
Selection for other advisors
Education seminars/workshops

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NESTLERODE & LOY, INC.

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QualificationsFirm CRD# 2907

Assets Under Management $185,154,920

No. Of Clients594

Clients Per Financial Advisor198

NESTLERODE & LOY, INC. is a financial advisory firm situated in State College, Pennsylvania. With a nearly $185M assets under management, the firm specializes in crafting personalized retirement planning solutions for 594 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
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

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TLC GROUP INVESTMENT ADVISORS, LLC

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QualificationsFirm CRD# 137814

Assets Under Management $135,619,869

No. Of Clients342

Clients Per Financial Advisor57

TLC GROUP INVESTMENT ADVISORS, LLC is a financial advisory firm situated in State College, Pennsylvania. With a nearly $136M 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

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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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