Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > pennsylvania > wynnewood

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 Wynnewood, Pennsylvania

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 Wynnewood, Pennsylvania

Last Updated - March 28, 2026

Wynnewood has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Wynnewood, Pennsylvania have an average of 19 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Wynnewood, Pennsylvania

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

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

Mike Weber
CFP^®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65

Minimum Assets Required
Not Specified

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 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, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

Top 5 Retirement Planning firms in Wynnewood, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	308 E. Lancaster Avenue, Suite 305 Wynnewood, PA, 19096	$1,701,621,107	36	5	A percentage of AUM
2	257 E. Lancaster Avenue, Suite 205 Wynnewood, PA, 19096	$1,696,549,903	289	6	A percentage of AUM
3	308 E. Lancaster Avenue, Suite 300 Wynnewood, PA, 19096-2145	$244,810,132	9	6	A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL)
4	308 E. Lancaster Avenue, Suite 300 Wynnewood, PA, 19096	$71,760,873	4	7	A percentage of AUM, Other (PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE)
5	308 E. Lancaster Avenue, Suite 300 Wynnewood, PA, 19096-2145	$5,802,342	3	5	Other (NONE EXCEPT CARRIED INTEREST EARNED BY RELATED PARTIES)

Information on Top Retirement Planning firms in Wynnewood, Pennsylvania

INDEPENDENCE ASSET ADVISORS, LLC

Find an Advisor

QualificationsFirm CRD# 152963

Assets Under Management $1,701,621,107

No. Of Clients36

Clients Per Financial Advisor7

INDEPENDENCE ASSET ADVISORS, LLC is a financial advisory firm situated in Wynnewood, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 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

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

View Full Profile

CONSERVEST CAPITAL ADVISORS INC

Find an Advisor

QualificationsFirm CRD# 111353

Assets Under Management $1,696,549,903

No. Of Clients289

Clients Per Financial Advisor48

CONSERVEST CAPITAL ADVISORS INC is a financial advisory firm situated in Wynnewood, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 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

Financial Planning Services

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

View Full Profile

MAINLINE INVESTMENT ADVISERS, LLC

Find an Advisor

QualificationsFirm CRD# 159045

Assets Under Management $244,810,132

No. Of Clients9

Clients Per Financial Advisor2

MAINLINE INVESTMENT ADVISERS, LLC is a financial advisory firm situated in Wynnewood, Pennsylvania. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
Fixed fees
Other (A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL)

Financial Planning Services

Portfolio management for pooled investment vehicles
Selection for other advisors

View Full Profile

MERION REALTY ADVISERS, LLC

Find an Advisor

QualificationsFirm CRD# 158507

Assets Under Management $71,760,873

No. Of Clients4

Clients Per Financial Advisor1

MERION REALTY ADVISERS, LLC is a financial advisory firm situated in Wynnewood, Pennsylvania. With a nearly $72M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
Other (PERCENTAGE COMMITTED CAPITAL
CAPITAL ACCT &/OR ACQUISITION FEE)

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

CMS FUND ADVISERS, LLC

Find an Advisor

QualificationsFirm CRD# 154682

Assets Under Management $5,802,342

No. Of Clients3

Clients Per Financial Advisor1

CMS FUND ADVISERS, LLC is a financial advisory firm situated in Wynnewood, Pennsylvania. With a nearly $6M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Other (NONE EXCEPT CARRIED INTEREST EARNED BY RELATED PARTIES)

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

Retirement Planners Near You

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.

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.