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.
York has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in York, Pennsylvania have an average of 18 years of experience.
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Chris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Doug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Tom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
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, Insurance Products & Annuities
Fee-Based, Commissions, Based on Assets
Retirement Planning, Education Funding and Planning
Fee-Based
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
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Chris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
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
Fee-Only, Flat Fee
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 235 St. Charles Way, Suite 200 York, PA, 17402 | $451,736,494 | 436 | 4 | A percentage of AUM |
2 | 224 St. Charles Way, Suite 200 York, PA, 17402 | $364,768,820 | 1262 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 526 Greenbriar Road, York, PA, 17404 | $253,321,993 | 1567 | 9 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 301274
Assets Under Management $451,736,494
No. Of Clients436
Clients Per Financial Advisor109
COLLECTIVE FAMILY OFFICE, LLC is a financial advisory firm situated in York, Pennsylvania. With a nearly $452M assets under management, the firm specializes in crafting personalized retirement planning solutions for 436 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169795
Assets Under Management $364,768,820
No. Of Clients1262
Clients Per Financial Advisor210
JOHNSON & WHITE WEALTH MANAGEMENT LLC is a financial advisory firm situated in York, Pennsylvania. With a nearly $365M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1262 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118832
Assets Under Management $253,321,993
No. Of Clients1567
Clients Per Financial Advisor174
MACRO ADVISORS, INC. is a financial advisory firm situated in York, Pennsylvania. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1567 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.