Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > delaware > greenville

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 Wilmington, Delaware

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 Wilmington, Delaware

Last Updated - March 28, 2026

Wilmington has 5 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 Wilmington, Delaware have an average of 30 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Wilmington, Delaware

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

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

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

Find An Advisor

VERIFIED

Tom Hagigh
EPE Wealth Advisors

Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65

Minimum Assets Required
$500,000

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Find An Advisor

Top 4 Retirement Planning firms in Wilmington, Delaware (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3828 Kennett Pike, Suite 202 Greenville, DE, 19807	$1,215,303,747	293	9	A percentage of AUM, Fixed fees, Performance Based
2	20 Montchanin Road, Suite 270 Greenville, DE, 19807	$197,398,269	497	3	A percentage of AUM, Hourly charges
3	4001 Kennett Pike, Suite 242 Greenville, DE, 19807	$101,540,667	50	3	A percentage of AUM, Fixed fees
4	3705 Kennett Pike, The Holladay House Greenville, DE, 19807	$100,260,237	307	3	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Wilmington, Delaware

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Find an Advisor

QualificationsFirm CRD# 319289

Assets Under Management $1,215,303,747

No. Of Clients293

Clients Per Financial Advisor33

SPEARHEAD ADMINISTRATIVE SERVICES, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 293 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
Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

INVESTMENT MANAGEMENT & PLANNING LLC

Find an Advisor

QualificationsFirm CRD# 146041

Assets Under Management $197,398,269

No. Of Clients497

Clients Per Financial Advisor166

INVESTMENT MANAGEMENT & PLANNING LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

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

View Full Profile

BASSETT HARGROVE INVESTMENT COUNSEL, LLC

Find an Advisor

QualificationsFirm CRD# 133580

Assets Under Management $101,540,667

No. Of Clients50

Clients Per Financial Advisor17

BASSETT HARGROVE INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 3 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

View Full Profile

BENCHMARK FINANCIAL, LLC

Find an Advisor

QualificationsFirm CRD# 297443

Assets Under Management $100,260,237

No. Of Clients307

Clients Per Financial Advisor102

BENCHMARK FINANCIAL, LLC is a financial advisory firm situated in Greenville, Delaware. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 clients. The team consists of 3 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

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.