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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 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 Morrisville, Pennsylvania
Last Updated - April 9, 2024Morrisville has 14 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 22 years of experience.
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List of Qualified Retirement Planning Advisors in Morrisville, Pennsylvania
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
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
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
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
VERIFIED Qualifications
CRD# 4714003
Firm CRD# 8032
Series 6, 7, 24, 63, 65
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, Commissions, Based on Assets
VERIFIEDJim Bernstein
QEX Asset Management
Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65
Minimum Assets Required
$50,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.
Compensation/Fee
Fee-Only, 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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
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Top 8 Retirement Planning firms in Morrisville, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PSC MANAGER LLC 1000 Floral Vale Boulevard, Suite 250 Yardley, PA, 19067 | $581,676,225 | 29 | 18 | A Percentage of AUM, Performance Based |
| 2 | APEX FINANCIAL ADVISORS, INC 85 South Main Street, Yardley, PA, 19067 | $470,874,340 | 581 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | VENTURA WEALTH MANAGEMENT 820 Township Line Road, Suite 100 Yardley, PA, 19067 | $443,213,397 | 1321 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | THE ESTATE PLANNERS GROUP 37 S. Delaware Avenue, Suite 1 Yardley, PA, 19067 | $305,000,000 | 240 | 5 | A Percentage of AUM |
| 5 | CROSSGATE WEALTH ADVISORS, LLC 605 Floral Vale Blvd., Yardley, PA, 19067-5528 | $186,058,849 | 741 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | PROMETHEUS CAPITAL MANAGEMENT CORP. 30 S. Main Street, Yardley, PA, 19067 | $163,691,289 | 643 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 7 | YARDLEY WEALTH MANAGEMENT LLC 37 S. Main Street, Yardley, PA, 19067 | $124,983,036 | 434 | 5 | A Percentage of AUM, Fixed Fees |
| 8 | CROSSOVER CAPITAL 113 Floral Vale Blvd, Yardley, PA, 19067 | $101,328,060 | 226 | 2 | A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING AND CONSULTING) |
Information on Top Retirement Planning firms in Morrisville, Pennsylvania
QualificationsFirm CRD# 311756
Assets Under Management $581,676,225
No. Of Clients29
Clients Per Financial Advisor2
PSC MANAGER LLC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $582M assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 18 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
QualificationsFirm CRD# 155210
Assets Under Management $470,874,340
No. Of Clients581
Clients Per Financial Advisor73
APEX FINANCIAL ADVISORS, INC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 581 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 152301
Assets Under Management $443,213,397
No. Of Clients1321
Clients Per Financial Advisor147
VENTURA WEALTH MANAGEMENT is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $443M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1321 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 124418
Assets Under Management $305,000,000
No. Of Clients240
Clients Per Financial Advisor48
THE ESTATE PLANNERS GROUP is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 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
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 121856
Assets Under Management $186,058,849
No. Of Clients741
Clients Per Financial Advisor124
CROSSGATE WEALTH ADVISORS, LLC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 741 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 121982
Assets Under Management $163,691,289
No. Of Clients643
Clients Per Financial Advisor129
PROMETHEUS CAPITAL MANAGEMENT CORP. is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 643 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
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 134311
Assets Under Management $124,983,036
No. Of Clients434
Clients Per Financial Advisor87
YARDLEY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 326625
Assets Under Management $101,328,060
No. Of Clients226
Clients Per Financial Advisor113
CROSSOVER CAPITAL is a financial advisory firm situated in Yardley, Pennsylvania. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 226 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
- Other (FINANCIAL PLANNING AND CONSULTING)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
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Looking for more choices? Use our free match service to compare retirement planners serving your area.