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Find Retirement Advisors for Retirement Planning in Wheeling, 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.

Finding the Best Retirement Planners in Wheeling, West Virginia

Last Updated - May 11, 2025

Wheeling has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Wheeling, West Virginia have an average of 30 years of experience.

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List of Qualified Retirement Planning Advisors in Wheeling, West Virginia

VERIFIED

Transparent Financial Solutions
CFP^®, CLU^®, ChFC^®

Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

225 W Station Square Dr,
Pittsburgh, PA 15219 See Details

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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

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

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Top 4 Retirement Planning firms in Wheeling, 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	48 Fourteenth Street, Wheeling, WV, 26003	$240,303,428	453	2	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Wheeling, West Virginia

MCKINLEY CARTER WEALTH SERVICES, INC.

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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)

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SECURITY CAPITAL MANAGEMENT

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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

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WESBANCO INVESTMENT DEPARTMENT

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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

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FORT HENRY CAPITAL, LLC

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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

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?

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