HBKS WEALTH ADVISORS
Erie, PA
AUM
$7.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
814-836-5776
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA, ERIE
9 advisers found
AUM
$440.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
814-314-0344
WEDGEWOOD INVESTORS INC
Erie, PA
AUM
$215.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
[814]456-3651
EVIDENT FINANCIAL
Erie, PA
AUM
$149.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(814) 425-5182
ONE-UP FINANCIAL
Erie, PA
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
814-325-2699
MARSDEN CAPITAL MANAGEMENT, LLC.
Erie, PA
AUM
$94.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
814-836-1800
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-833-2999
I.M.S. WEALTH MANAGEMENT, LLC
Erie, PA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-454-1133
PROVIDENT WEALTH MANAGEMENT INC
Erie, PA
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
814-455-7523