QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Center Valley, PA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-849-2743
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA, CENTER VALLEY
7 advisers found
HAMEL ASSOCIATES,INC.
Center Valley, PA
AUM
$548.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-665-1400
MB, LEVIS & ASSOCIATES,LLC
Center Valley, PA
AUM
$411.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-419-9690
BRIGHTSIDE WEALTH PLANNING, LLC
Center Valley, PA
AUM
$84.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
484-224-3478
SHETLAND FINANCIAL, PLLC
Center Valley, PA
AUM
$3.1M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(610) 214-0100
CAPITAL PLANNING WEALTH MANAGEMENT
Center Valley, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
610-871-3500
100 PLUS PLANNING
Center Valley, PA
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Subscription fees; Fixed fees
610-403-9470
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