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 12 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 9 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 2 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 26 years of experience in the finance industry.

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