BROOKHOUSE ADVISORS
Meadville, PA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
814-853-3379
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
VENN WEALTH & BENEFIT SERVICES, LLC
Altoona, PA
AUM
$32.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
814-943-3660
TRAVERSE PRIVATE WEALTH
Radnor, PA
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484 535 3844
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
BUOYANT WEALTH
Ambler, PA
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-600-2814
VERTEX FINANCIAL ADVISORS LLC
Elkins Park, PA
AUM
$22.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-892-5374
ELEMENT WEALTH ADVISORS
Hanover, PA
AUM
$18.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
717-632-1220
MILLERS FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$17.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(717) 509-7154
DUCHARME WEALTH ADVISORS, LLC
Jenkintown, PA
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-609-6311
PALADIN RETIREMENT ADVISORS
Newtown, PA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-860-3101
CATLIN FINANCIAL, LLC
Beaver, PA
AUM
$11.4M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
878-207-2988
KANAKADHARA FINANCIAL ENTERPRISE
Carnegie, PA
AUM
$6.5M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
412-953-1141
SUN GLOBAL LLC
King Of Prussia, PA
AUM
$4.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-521-5560
INSIGHT TOTAL STEWARDSHIP
Havertown, PA
AUM
$2.9M
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
484-455-7875
SOLID OAK ADVISORY
Pittsburgh, PA
AUM
$1.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(724) 221-7272
GREEN LEAF ADVISORS
New Bethlehem, PA
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
814-297-1995
BANCROFT CAPITAL, LLC
Fort Washington, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-546-8000
DENTLER CAPITAL LLC
New Cumberland, PA
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
717-873-3046
ELEMENT RISK WEALTH ADVISORS
Hanover, PA
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
717-632-1220
IRUS ADVISORY CORPORATION
Levittown, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-423-7400
ISQ CAPITAL
King Of Prussia, PA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +5 more
(610) 749-9920
KEITH L. ELIOU, CFP
Pittsburgh, PA
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
412-921-7100
KRAMER FIDUCIARY SERVICES
Pittsburgh, PA
AUM
$0
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
412-351-2150
PARADIGM MONEY MANAGEMENT, LLC
Wayne, PA
AUM
—
Financial Planning
Team
4 advisors
Clients
—
Fees
Fixed fees; PENSION CONSULTING FEES/REFERRAL FEES
601-688-1555