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Find Retirement Advisors for Retirement Planning in Morrisville, 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 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 Morrisville, Pennsylvania
Last Updated - May 4, 2025Morrisville has 22 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 Morrisville, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Morrisville, Pennsylvania
VERIFIEDPatrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDPaul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, Based on Assets
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDDaniel Linn
RICP®
Prudential
Qualifications
CRD# 6162307
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
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 8 Retirement Planning firms in Morrisville, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1000 Floral Vale Boulevard, Suite 250 Yardley, PA, 19067 | $778,553,703 | 36 | 20 | A percentage of AUM, Performance Based |
| 2 | 85 South Main Street, Yardley, PA, 19067 | $537,914,172 | 553 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 3 | 820 Township Line Road, Suite 100 Yardley, PA, 19067 | $518,166,137 | 1423 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 95 S. Main Street, Yardley, PA, 19067 | $457,769,515 | 866 | 6 | A percentage of AUM, Fixed fees |
| 5 | 37 S. Delaware Avenue, Suite 1 Yardley, PA, 19067 | $328,600,000 | 220 | 5 | A percentage of AUM |
| 6 | 30 S. Main Street, Yardley, PA, 19067 | $223,708,629 | 684 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 7 | 37 S. Main Street, Yardley, PA, 19067 | $191,978,207 | 508 | 7 | A percentage of AUM, Fixed fees |
| 8 | 113 Floral Vale Blvd, Yardley, PA, 19067 | $122,298,553 | 258 | 2 | A percentage of AUM, Fixed fees, Performance Based, Other (FINANCIAL PLANNING AND CONSULTING) |
Information on Top Retirement Planning firms in Morrisville, Pennsylvania
QualificationsFirm CRD# 311756
Assets Under Management $778,553,703
No. Of Clients36
Clients Per Financial Advisor2
PSC MANAGER LLC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $779M assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 155210
Assets Under Management $537,914,172
No. Of Clients553
Clients Per Financial Advisor69
APEX FINANCIAL ADVISORS, INC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $538M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 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
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (REAL ESTATE INVESTMENT AND MANAGEMENT)
QualificationsFirm CRD# 152301
Assets Under Management $518,166,137
No. Of Clients1423
Clients Per Financial Advisor158
VENTURA WEALTH MANAGEMENT is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $518M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1423 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 282871
Assets Under Management $457,769,515
No. Of Clients866
Clients Per Financial Advisor144
CORDATUS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 866 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
- 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
- Selection for other advisors
QualificationsFirm CRD# 124418
Assets Under Management $328,600,000
No. Of Clients220
Clients Per Financial Advisor44
THE ESTATE PLANNERS GROUP is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $329M assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 5 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
- Selection for other advisors
- Education seminars/workshops
- Other (ADVICE ON INSURANCE PRODUCTS)
QualificationsFirm CRD# 121982
Assets Under Management $223,708,629
No. Of Clients684
Clients Per Financial Advisor171
PROMETHEUS CAPITAL MANAGEMENT CORP. is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 684 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
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 134311
Assets Under Management $191,978,207
No. Of Clients508
Clients Per Financial Advisor73
YARDLEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 508 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
QualificationsFirm CRD# 326625
Assets Under Management $122,298,553
No. Of Clients258
Clients Per Financial Advisor129
CROSSOVER CAPITAL is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 258 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
- Fixed fees
- Performance Based
- Other (FINANCIAL PLANNING AND CONSULTING)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.