Fee-OnlyFinder

Advisers in Cherry Hill, NJ

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

Flat / fixed fees (3)

All advisers

Dolcini Capital Management923 Haddonfield Road, Suite 300 · Cherry Hill, NJ 08002 · (856) 219-6949 · Financial planningCRD 118076 · % of assets, Hourly chargesState registeredNo commissions reportedMk3 Wealth LLC1800 Chapel Avenue West, Suite 340 · Cherry Hill, NJ 08002 · (856) 545-0077 · Financial planningCRD 305760 · % of assets, Hourly charges, Fixed fees · $113.1 million AUMSEC registeredNo commissions reportedS & a Financial Strategies & Services, LLC1101 North Kings Highway - Suite 204 · Cherry Hill, NJ 08034 · (856) 482-1250 · Financial planningCRD 140188 · % of assets, Hourly charges, Fixed fees · $16.2 million AUMState registeredNo commissions reportedWealth Management Associates, INC.1909 Route 70 East, Suite 100 · Cherry Hill, NJ 08003 · (856) 424-2350 · Financial planningCRD 117606 · % of assets, Hourly charges, Fixed fees · $717.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Cherry Hill? 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.