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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 25, 2025

Warrendale has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Warrendale, Pennsylvania have an average of 32 years of experience.

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List of Qualified Retirement Planning Advisors in Warrendale, Pennsylvania

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Transparent Financial Solutions
CFP®, CLU®, ChFC®

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

Minimum Assets Required
$100,000

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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Michael Marion
CFP®
Marion Wealth Management

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

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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Top 2 Retirement Planning firms in Warrendale, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2000 Ericsson Drive, Suite 100
Warrendale, PA, 15086
$7,529,716,97125735
A percentage of AUM
2

100 Pinewood Lane, Suite 307
Warrendale, PA, 15086
$1,110,831,75014297
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Warrendale, Pennsylvania

QualificationsFirm CRD# 306128

Assets Under Management $7,529,716,971

No. Of Clients257

Clients Per Financial Advisor7

CS MCKEE is a financial advisory firm situated in Warrendale, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 257 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

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
  • Other (UMA MODEL)
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QualificationsFirm CRD# 322371

Assets Under Management $1,110,831,750

No. Of Clients1429

Clients Per Financial Advisor204

PETREDIS INVESTMENT ADVISORS is a financial advisory firm situated in Warrendale, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1429 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 services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
View Full Profile

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