Fee-OnlyFinder

Advisers in Bethany Beach, DE

2 advisers in Bethany Beach — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Axion Financial Group LLC33258 Kent Avenue · Bethany Beach, DE 19930 · (267) 261-4177 · Financial planningCRD 154991 · % of assets, Fixed fees, Other · $47.3 million AUMState registeredNo commissions reportedBack Bay Financial Planning & Investments39682 Sunrise Court #303 · Bethany Beach, DE 19930 · (302) 316-1820 · Financial planningCRD 335236 · % of assets, Hourly charges, Fixed fees · $120.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Bethany Beach? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.