Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Wexford has 4 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 Wexford, Pennsylvania have an average of 32 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Transparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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
Fee-Based
Michael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Not Specified
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 6600 Brooktree Court, Suite 2200 Wexford, PA, 15090 | $2,433,649,152 | 1070 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 5000 Stonewood Drive, Suite 300 Wexford, PA, 15090-8395 | $412,018,329 | 103 | 6 | A percentage of AUM, Hourly charges |
3 | 150 N Meadows Drive, Suite 220 Wexford, PA, 15090 | $227,067,342 | 505 | 5 | A percentage of AUM |
4 | 101 Bradford Road, Suite 200 Wexford, PA, 15090 | $224,389,614 | 73 | 2 | A percentage of AUM, Fixed fees, Performance Based |
5 | 2000 Corporate Drive, Suite 450 Wexford, PA, 15090 | $160,000,000 | 394 | 3 | A percentage of AUM, Fixed fees |
6 | 109 Vip Drive, Wexford, PA, 15090 | $108,500,000 | 170 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
7 | 11676 Perry Highway, Suite 1207 Wexford, PA, 15090 | $66,000,000 | 937 | 13 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 148836
Assets Under Management $2,433,649,152
No. Of Clients1070
Clients Per Financial Advisor63
GIBSON CAPITAL, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110787
Assets Under Management $412,018,329
No. Of Clients103
Clients Per Financial Advisor17
MUHLENKAMP & CO INC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $412M assets under management, the firm specializes in crafting personalized retirement planning solutions for 103 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297090
Assets Under Management $227,067,342
No. Of Clients505
Clients Per Financial Advisor101
ASPIRE WEALTH ARCHITECTS is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300920
Assets Under Management $224,389,614
No. Of Clients73
Clients Per Financial Advisor37
GRIDIRON PARTNERS, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142913
Assets Under Management $160,000,000
No. Of Clients394
Clients Per Financial Advisor131
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156015
Assets Under Management $108,500,000
No. Of Clients170
Clients Per Financial Advisor43
GUARDIAN CAPITAL, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299094
Assets Under Management $66,000,000
No. Of Clients937
Clients Per Financial Advisor72
SUCCESS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $66M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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