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Find Retirement Advisors for Retirement Planning in Warrendale, Pennsylvania
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Finding the Best Retirement Planners in Warrendale, Pennsylvania
Last Updated - April 18, 2024Warrendale has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Warrendale, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Warrendale, Pennsylvania
VERIFIEDRebecca Pawuk
Edelman Financial Engines, LLC
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$150,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Warrendale, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CS MCKEE 2000 Ericsson Drive, Suite 100 Warrendale, PA, 15222 | $7,197,750,667 | 259 | 38 | A Percentage of AUM |
| 2 | PETREDIS INVESTMENT ADVISORS 100 Pinewood Lane, Suite 307 Warrendale, PA, 15086 | $881,891,320 | 1319 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | NSI RETAIL ADVISORS, LLC 2000 Ericsson Drive, Suite 100 Warrendale, PA, 15222 | $680,185,491 | 5 | 3 | A Percentage of AUM |
Information on Top Retirement Planning firms in Warrendale, Pennsylvania
QualificationsFirm CRD# 306128
Assets Under Management $7,197,750,667
No. Of Clients259
Clients Per Financial Advisor7
CS MCKEE is a financial advisory firm situated in Warrendale, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 clients. The team consists of 38 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 322371
Assets Under Management $881,891,320
No. Of Clients1319
Clients Per Financial Advisor188
PETREDIS INVESTMENT ADVISORS is a financial advisory firm situated in Warrendale, Pennsylvania. With a nearly $882M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1319 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 312148
Assets Under Management $680,185,491
No. Of Clients5
Clients Per Financial Advisor2
NSI RETAIL ADVISORS, LLC is a financial advisory firm situated in Warrendale, Pennsylvania. With a nearly $680M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.