Advisers in Easton, MD

4 advisers in Easton — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Andersen Wealth Management6 West Dover Street · Easton, MD 21601 · (410) 690-4894 · Flat / fixed feesCRD 146154 · % of assets, Fixed fees · $95.3 million AUMState registeredNo commissions reported Drs Wealth Management8133 Elliott Road, Suite 212 · Easton, MD 21601 · (410) 490-6477 · Financial planningCRD 306281 · % of assets · $88.5 million AUMState registeredNo commissions reported Shore Financial Advisors, LLC21 S. Harrison Street · Easton, MD 20601 · (443) 629-4955 · % of assets managedCRD 334089 · % of assets · $2.9 million AUMState registeredNo commissions reported Tred Avon Family Wealth, LLC8603 Commerce Drive, Suite 7a · Easton, MD 21601 · (410) 310-2064 · Financial planningCRD 174115 · % of assets, Hourly charges, Fixed fees · $431.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Easton? 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.