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Find Retirement Advisors for Retirement Planning in Reading, 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 Reading, Pennsylvania

Last Updated - May 4, 2025

Reading has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Reading, Pennsylvania have an average of 11 years of experience.

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List of Qualified Retirement Planning Advisors in Reading, Pennsylvania

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

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

Find An Advisor

VERIFIED

Chris Schiesser
CFP^®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

Information on Top Retirement Planning firms in Reading, Pennsylvania

CONNORS INVESTOR SERVICES INC

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QualificationsFirm CRD# 106993

Assets Under Management $1,052,513,445

No. Of Clients613

Clients Per Financial Advisor68

CONNORS INVESTOR SERVICES INC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 613 clients. The team consists of 9 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
Selection for other advisors

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LOUNTZIS ASSET MANAGEMENT, LLC

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QualificationsFirm CRD# 118923

Assets Under Management $504,540,755

No. Of Clients296

Clients Per Financial Advisor49

LOUNTZIS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $505M assets under management, the firm specializes in crafting personalized retirement planning solutions for 296 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

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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MARRELLA PRIVATE WEALTH, LLC

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QualificationsFirm CRD# 327397

Assets Under Management $452,710,800

No. Of Clients2090

Clients Per Financial Advisor299

MARRELLA PRIVATE WEALTH, LLC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2090 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
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

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WEIK CAPITAL MANAGEMENT

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QualificationsFirm CRD# 107068

Assets Under Management $277,644,326

No. Of Clients183

Clients Per Financial Advisor23

WEIK CAPITAL MANAGEMENT is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 183 clients. The team consists of 8 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 pooled investment vehicles
Portfolio management for businesses or institutional clients

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ALLIANCE FINANCIAL

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QualificationsFirm CRD# 319679

Assets Under Management $232,327,208

No. Of Clients945

Clients Per Financial Advisor158

ALLIANCE FINANCIAL is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 945 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

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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ATLAS WEALTH PARTNERS LLC

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QualificationsFirm CRD# 175219

Assets Under Management $191,247,270

No. Of Clients780

Clients Per Financial Advisor260

ATLAS WEALTH PARTNERS LLC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 780 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 individuals and/or small businesses

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WALSKY INVESTMENT MANAGEMENT INC

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QualificationsFirm CRD# 106991

Assets Under Management $116,997,451

No. Of Clients222

Clients Per Financial Advisor111

WALSKY INVESTMENT MANAGEMENT INC is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 222 clients. The team consists of 2 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
Publication of periodicals and newsletters

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BERKSHIRE ADVISORS, INC.

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QualificationsFirm CRD# 122389

Assets Under Management $106,669,148

No. Of Clients263

Clients Per Financial Advisor263

BERKSHIRE ADVISORS, INC. is a financial advisory firm situated in Wyomissing, Pennsylvania. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 263 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Other (401K)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (401K)

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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?

Get Matched With Planners

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Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1210 Broadcasting Road, Suite 200 Wyomissing, PA, 19610-3213	$1,052,513,445	613	9	A percentage of AUM
2	60 Commerce Drive, Wyomissing, PA, 19610	$504,540,755	296	6	A percentage of AUM
3	1250 Broadcasting Rd, #102 Wyomissing, PA, 19610	$452,710,800	2090	7	A percentage of AUM, Fixed fees
4	18 Commerce Drive, Wyomissing, PA, 19610-1068	$277,644,326	183	8	A percentage of AUM
5	1105 Berkshire Blvd. Ste 120,, Wyomissing, PA, 19610	$232,327,208	945	6	A percentage of AUM, Hourly charges, Fixed fees
6	2 Meridian Boulevard, First Floor Wyomissing, PA, 19610	$191,247,270	780	3	A percentage of AUM
7	2650 Westview Drive, Wyomissing, PA, 19610-1187	$116,997,451	222	2	A percentage of AUM
8	2240 Ridgewood Road, Suite 101 Wyomissing, PA, 19610	$106,669,148	263	1	A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (401K)

Find Retirement Advisors for Retirement Planning in Reading, Pennsylvania

Finding the Best Retirement Planners in Reading, Pennsylvania

List of Qualified Retirement Planning Advisors in Reading, Pennsylvania

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Top 8 Retirement Planning firms in Reading, Pennsylvania (Ranked by AUM)

Information on Top Retirement Planning firms in Reading, Pennsylvania

CONNORS INVESTOR SERVICES INC

Fee Structure

Financial Planning Services

LOUNTZIS ASSET MANAGEMENT, LLC

Fee Structure

Financial Planning Services

MARRELLA PRIVATE WEALTH, LLC

Fee Structure

Financial Planning Services

WEIK CAPITAL MANAGEMENT

Fee Structure

Financial Planning Services

ALLIANCE FINANCIAL

Fee Structure

Financial Planning Services

ATLAS WEALTH PARTNERS LLC

Fee Structure

Financial Planning Services

WALSKY INVESTMENT MANAGEMENT INC

Fee Structure

Financial Planning Services

BERKSHIRE ADVISORS, INC.

Fee Structure

Financial Planning Services

Retirement Planners Near You

Frequently Asked Questions