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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
LINC WEALTH SOLUTIONS
Norristown, PA
AUM
$11.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
215-806-9059
GLOBAL ADVISERS, LLC
Philadelphia, PA
AUM
$11.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-832-8514
POPA FINANCIAL SERVICES, INC.
Bethel Park, PA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
412-854-1260
PARK LANE FINANCIAL GROUP LLC
West Pittston, PA
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
570-497-8081
GREEN DRAKE ADVISORS LLC
Bryn Mawr, PA
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-687-7766
HERITAGE ADVISORY SERVICES, INC.
Malvern, PA
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
610-889-2066
FINANCIAL SPECTRUM INC.
Jenkintown, PA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Percentage of AUM; Hourly charges
215-659-5723
ELLIKER FINANCIAL
Morgantown, PA
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
610-858-0285
BOATMAN WEALTH MANAGEMENT, LLC
Monessen, PA
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
724-684-6600
SCOTT FINANCIAL RESOURCES LLC
Hanover, PA
AUM
$3.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(717) 310-6338
RITTENHOUSE WEALTH MANAGEMENT, LLC
Philadelphia, PA
AUM
$3.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(215) 779-5634
GT WEALTH LLC
Lebanon, PA
AUM
$3.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
570-269-5055
SHETLAND FINANCIAL, PLLC
Center Valley, PA
AUM
$3.1M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(610) 214-0100
RATIONAL CAPITAL ADVISORS LLC
Ambler, PA
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9178361686
PRESERVATION WEALTH MANAGEMENT
King Of Prussia, PA
AUM
$2.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
610-768-7789
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
FRAZIER WEALTH MANAGEMENT
Tannersville, PA
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
570-213-9330
1ST FINANCIAL INVESTMENT, INC.
Clark'S Summit, PA
AUM
$782K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
570-585-6100
BARGELD FINANCIAL
Media, PA
AUM
$251K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
6103215756
BIRD FINANCIAL GROUP LLC
Philadelphia, PA
AUM
$144K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-778-4048
TANNHAUSER FINANCIAL LLC
North Wales, PA
AUM
$143K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(267) 475-7520
WEALTH MORE ENTERPRISE, INC.
Philadelphia, PA
AUM
$100K
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-303-6361