Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > west virginia

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in West Virginia

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.

I want to start planning.
HELP ME FIND MY PLANNER

Top 11 Retirement Planning firms in West Virginia (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2100 Market Street, Wheeling, WV, 26003	$2,260,993,682	5211	48	A percentage of AUM, Hourly charges, Fixed fees
2	1300 Chapline Street, Wheeling, WV, 26003	$1,018,623,006	2291	21	A percentage of AUM
3	One Bank Plaza, Fifth Floor Wheeling, WV, 26003-3565	$839,421,117	6	15	A percentage of AUM
4	170 Summers Street, Suite 200 Charleston, WV, 25301-1800	$822,275,700	824	5	A percentage of AUM, Fixed fees
5	373 Timberline Parkway, Vienna, WV, 26105	$774,786,979	4851	26	A percentage of AUM, Hourly charges, Fixed fees
6	3981 Teays Valley Rd, Hurricane, WV, 25526-9080	$708,247,570	2200	12	A percentage of AUM
7	8530 Shepherdstown Pike, Shepherdstown, WV, 25443	$491,558,229	1236	7	A percentage of AUM, Hourly charges, Fixed fees
8	514 Market Street, Parkersburg, WV, 26101	$249,745,693	790	101	A percentage of AUM
9	48 Fourteenth Street, Wheeling, WV, 26003	$240,303,428	453	2	A percentage of AUM, Hourly charges, Fixed fees
10	18 Chase Drive, Chase Park Hurricane, WV, 25526	$212,837,072	696	4	A percentage of AUM, Hourly charges, Fixed fees
11	135 Palm Drive, Weirton, WV, 26062	$151,000,000	277	2	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in West Virginia

MCKINLEY CARTER WEALTH SERVICES, INC.

Find an Advisor

QualificationsFirm CRD# 135184

Assets Under Management $2,260,993,682

No. Of Clients5211

Clients Per Financial Advisor109

MCKINLEY CARTER WEALTH SERVICES, INC. is a financial advisory firm situated in Wheeling, West Virginia. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5211 clients. The team consists of 48 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

View Full Profile

SECURITY CAPITAL MANAGEMENT

Find an Advisor

QualificationsFirm CRD# 396

Assets Under Management $1,018,623,006

No. Of Clients2291

Clients Per Financial Advisor109

SECURITY CAPITAL MANAGEMENT is a financial advisory firm situated in Wheeling, West Virginia. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2291 clients. The team consists of 21 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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

WESBANCO INVESTMENT DEPARTMENT

Find an Advisor

QualificationsFirm CRD# 111907

Assets Under Management $839,421,117

No. Of Clients6

Clients Per Financial Advisor0

WESBANCO INVESTMENT DEPARTMENT is a financial advisory firm situated in Wheeling, West Virginia. With a nearly $839M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 15 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 investment companies

View Full Profile

NTV ASSET MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 111062

Assets Under Management $822,275,700

No. Of Clients824

Clients Per Financial Advisor165

NTV ASSET MANAGEMENT, LLC is a financial advisory firm situated in Charleston, West Virginia. With a nearly $822M assets under management, the firm specializes in crafting personalized retirement planning solutions for 824 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

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

View Full Profile

COMMONWEALTH FINANCIAL SERVICES

Find an Advisor

QualificationsFirm CRD# 324930

Assets Under Management $774,786,979

No. Of Clients4851

Clients Per Financial Advisor187

COMMONWEALTH FINANCIAL SERVICES is a financial advisory firm situated in Vienna, West Virginia. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4851 clients. The team consists of 26 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (LENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES)

View Full Profile

LOC INVESTMENT ADVISERS

Find an Advisor

QualificationsFirm CRD# 105708

Assets Under Management $708,247,570

No. Of Clients2200

Clients Per Financial Advisor183

LOC INVESTMENT ADVISERS is a financial advisory firm situated in Hurricane, West Virginia. With a nearly $708M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2200 clients. The team consists of 12 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

View Full Profile

HOXTON PLANNING & MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 319087

Assets Under Management $491,558,229

No. Of Clients1236

Clients Per Financial Advisor177

HOXTON PLANNING & MANAGEMENT, LLC is a financial advisory firm situated in Shepherdstown, West Virginia. With a nearly $492M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1236 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
Hourly charges
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

View Full Profile

UNITED BROKERAGE SERVICES INC

Find an Advisor

QualificationsFirm CRD# 39062

Assets Under Management $249,745,693

No. Of Clients790

Clients Per Financial Advisor8

UNITED BROKERAGE SERVICES INC is a financial advisory firm situated in Parkersburg, West Virginia. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 clients. The team consists of 101 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
Selection for other advisors

View Full Profile

FORT HENRY CAPITAL, LLC

Find an Advisor

QualificationsFirm CRD# 168695

Assets Under Management $240,303,428

No. Of Clients453

Clients Per Financial Advisor227

FORT HENRY CAPITAL, LLC is a financial advisory firm situated in Wheeling, West Virginia. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 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
Hourly charges
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

View Full Profile

IRONWOOD WEALTH MANAGEMENT, INC.

Find an Advisor

QualificationsFirm CRD# 128699

Assets Under Management $212,837,072

No. Of Clients696

Clients Per Financial Advisor174

IRONWOOD WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Hurricane, West Virginia. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 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

Financial Planning Services

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

View Full Profile

STEELOAKS INVESTMENT ADVISERS, INC.

Find an Advisor

QualificationsFirm CRD# 108197

Assets Under Management $151,000,000

No. Of Clients277

Clients Per Financial Advisor139

STEELOAKS INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Weirton, West Virginia. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 277 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS)

View Full Profile

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

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.