VICUS CAPITAL, INC.
State College, PA
AUM
$2.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
84 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
855-558-4287
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, STATE COLLEGE
8 advisers found
ABUNDANCE WEALTH COUNSELORS, LLC
State College, PA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
814.861.3810
MCCLARREN FINANCIAL ADVISORS
State College, PA
AUM
$453.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
814-235-1940
INVESTED ADVISORS
State College, PA
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
814-235-2703
NESTLERODE & LOY, INC.
State College, PA
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
814-238-6249
TLC GROUP INVESTMENT ADVISORS, LLC
State College, PA
AUM
$168.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
814-231-2265
MCCANN WEALTH STRATEGIES,INC.
State College, PA
AUM
$26.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
814-237-0841
PHELPS FINANCIAL ADVISORS
State College, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
814-380-0651