Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in West Chester, 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 West Chester, Pennsylvania
Last Updated - April 13, 2024West Chester has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in West Chester, Pennsylvania have an average of 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in West Chester, Pennsylvania
VERIFIEDScott McGraw
MERIT Investment Management
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
Minimum Assets Required
$0
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 Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, 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
VERIFIEDDavid Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
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 Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
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
VERIFIEDTower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
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, Investment Advice & Management.
Compensation/Fee
Fee-Only
VERIFIEDKetul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDNicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in West Chester, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WEALTHCARE ADVISORY PARTNERS LLC 1065 Andrew Drive, West Chester, PA, 19380 | $3,907,398,739 | 16562 | 187 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | KEY FINANCIAL, INC. 1045a Andrew Drive, West Chester, PA, 19380 | $1,752,668,690 | 4248 | 32 | A Percentage of AUM, Fixed Fees, Commission Based, Other (FINANCIAL PLANNING RETAINER) |
| 3 | WEDMONT PRIVATE CAPITAL 26 South Church Street, Suite 1a West Chester, PA, 19382 | $1,022,151,670 | 1105 | 6 | Fixed Fees |
| 4 | MARQUETTE ASSOCIATES, INC. 600 Willowbrook Lane, Suite 610 West Chester, PA, 19382 | $838,467,105 | 18 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (RETAINER BASED FEE) |
| 5 | MARKET STREET WEALTH MANAGEMENT 999 West Chester Pike, Suite 202 West Chester, PA, 19382 | $481,260,821 | 2271 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PAYMENT FOR CLIENT REFERRALS) |
| 6 | TRINITY INVESTMENT ADVISORS, LLC 136 North Church, West Chester, PA, 19380 | $261,593,184 | 29 | 3 | A Percentage of AUM, Fixed Fees |
| 7 | FINANCIAL COACH 940 E. Boot Rd., Suite 101 West Chester, PA, 19380 | $239,502,652 | 617 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | STONECROP WEALTH ADVISORS, LLC 2 West Market Street, Suite 200 West Chester, PA, 19382 | $205,016,642 | 653 | 4 | A Percentage of AUM, Fixed Fees |
| 9 | BALLAST FINANCIAL ADVISORS, LLC 535 N. Church St., Suite 205 West Chester, PA, 19380 | $200,761,596 | 1251 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in West Chester, Pennsylvania
QualificationsFirm CRD# 171976
Assets Under Management $3,907,398,739
No. Of Clients16562
Clients Per Financial Advisor89
WEALTHCARE ADVISORY PARTNERS LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16562 clients. The team consists of 187 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
- Selection of Other Advisors
QualificationsFirm CRD# 116240
Assets Under Management $1,752,668,690
No. Of Clients4248
Clients Per Financial Advisor133
KEY FINANCIAL, INC. is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4248 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
- Other (FINANCIAL PLANNING RETAINER)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 305815
Assets Under Management $1,022,151,670
No. Of Clients1105
Clients Per Financial Advisor184
WEDMONT PRIVATE CAPITAL is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1105 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 118655
Assets Under Management $838,467,105
No. Of Clients18
Clients Per Financial Advisor3
MARQUETTE ASSOCIATES, INC. is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $838M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 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
- Hourly charges
- Fixed Fees
- Other (RETAINER BASED FEE)
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 155157
Assets Under Management $481,260,821
No. Of Clients2271
Clients Per Financial Advisor142
MARKET STREET WEALTH MANAGEMENT is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $481M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2271 clients. The team consists of 16 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 (PAYMENT FOR CLIENT REFERRALS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 141039
Assets Under Management $261,593,184
No. Of Clients29
Clients Per Financial Advisor10
TRINITY INVESTMENT ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 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
- Pension Consulting Services
QualificationsFirm CRD# 170478
Assets Under Management $239,502,652
No. Of Clients617
Clients Per Financial Advisor88
FINANCIAL COACH is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 617 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
QualificationsFirm CRD# 306486
Assets Under Management $205,016,642
No. Of Clients653
Clients Per Financial Advisor163
STONECROP WEALTH ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 653 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
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 304430
Assets Under Management $200,761,596
No. Of Clients1251
Clients Per Financial Advisor179
BALLAST FINANCIAL ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1251 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
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Blue Bell, Pennsylvania
- Retirement Planners in Conshohocken, Pennsylvania
- Retirement Planners in Dallas, Pennsylvania
- Retirement Planners in Doylestown, Pennsylvania
- Retirement Planners in Duncansville, Pennsylvania
- Retirement Planners in Malvern, Pennsylvania
- Retirement Planners in Monroeville, Pennsylvania
- Retirement Planners in Pittsburgh, Pennsylvania
- Retirement Planners in Royersford, Pennsylvania
- Retirement Planners in Sewickley, Pennsylvania
- Retirement Planners in Wilkes Barre, Pennsylvania
Looking for more choices? Use our free match service to compare retirement planners serving your area.