AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-430-0001
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA, YORK
4 advisers found
AUM
$484.6M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-430-0001
York, PA
AUM
$370.9M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-764-4566
York, PA
AUM
$52.9M
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
717-578-2892
York, PA
AUM
—
Team
4 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
717-741-3665