KATHMERE CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$3.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-989-3900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA, WAYNE
12 advisers found
ALMANACK INVESTMENT PARTNERS
Wayne, PA
AUM
$945.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
484-580-2277
WICK CAPITAL PARTNERS, LLC
Wayne, PA
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-302-3535
AXIOM ASSET MANAGEMENT
Wayne, PA
AUM
$899.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
610-688-0050
FORTIS ADVISORS, LLC
Wayne, PA
AUM
$584.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-313-0910
AURDAN CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$526.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-254-1935
ALDEN INVESTMENT GROUP
Wayne, PA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
215-572-8700
ENTRUST FINANCIAL LLC
Wayne, PA
AUM
$350.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-687-3515
ADDIS & HILL, INCORPORATED
Wayne, PA
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-688-9500
PROPER FINANCIAL, LLC
Wayne, PA
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-580-2118
CLOVELLY WEALTH
Wayne, PA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-687-7756
PARADIGM MONEY MANAGEMENT, LLC
Wayne, PA
AUM
—
Financial Planning
Team
4 advisors
Clients
—
Fees
Fixed fees; PENSION CONSULTING FEES/REFERRAL FEES
601-688-1555