Retirement Planning Specialists

Retirement Planning Specialists (CRD# 157811) is a financial advisory firm headquartered in Willow Grove, PA. They manage $142,516,651 in 1,220 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    1,220
    ACCOUNTS
  • Average Account Value
    $116,817
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, PA, TX

Financial Advisors at Retirement Planning Specialists
Showing 1 - 4 of 4 top financial advisors.
1
Christopher M. Sacco
CRD#: 4746453
1000 Easton Road, Willow Grove, PA 19090
96
Wealthminder
score

Christopher Sacco (CRD# 4746453) is an Investment Advisor Representative working at Retirement Planning Specialists in Willow Grove, PA and has over 13 years of experience in the finance industry.

2
Kelly A. McDonnell
CRD#: 4331871
1000 Easton Road, Willow Grove, PA 19090
93
Wealthminder
score

Kelly McDonnell (CRD# 4331871) is an Investment Advisor Representative working at Retirement Planning Specialists in Willow Grove, PA and has over 10 years of experience in the finance industry.

3
James J. Cuorato
CRD#: 6254052
1000 Easton Road, Willow Grove, PA 19090
88
Wealthminder
score

James Cuorato (CRD# 6254052) is an Investment Advisor Representative working at Retirement Planning Specialists in Willow Grove, PA and has over 3 years of experience in the finance industry.

4
Joseph P. Sarappo
CRD#: 1868768
1000 Easton Road, Willow Grove, PA 19090
83
Wealthminder
score

Joseph Sarappo (CRD# 1868768) is an Investment Advisor Representative working at Retirement Planning Specialists in Willow Grove, PA and has over 27 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.