Fee-OnlyFinder

Advisers in Voorhees, NJ

5 advisers in Voorhees — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)

All advisers

Independence Wealth221 Laurel Road, Suite 180 · Voorhees, NJ 08043 · (856) 229-9295 · Financial planningCRD 297032 · % of assets, Fixed fees · $80.7 million AUMState registeredNo commissions reportedLegacy Investment Advisors, LLC603 Sheppard Road · Voorhees, NJ 08043 · (856) 751-7909 · Financial planningCRD 144477 · % of assets, Hourly charges, Fixed fees · $31.5 million AUMState registeredNo commissions reportedMolotsky Tax Advisory Group, LLC1010 Haddonfield Berlin Road, Suite 305 · Voorhees, NJ 08043 · (856) 454-5110 · Financial planningCRD 144292 · % of assets, Hourly charges, Fixed fees · $27.0 million AUMState registeredNo commissions reportedOrion Financial Advisors141 Cooper Rd · Voorhees, NJ 08043 · (800) 256-0427 · % of assets managedCRD 328757 · % of assets · $17.4 million AUMState registeredNo commissions reportedPhiladelphia Investment Partners, LLCDevonshire, 1233 Haddonfield-Berlin Rd. Unit 7 · Voorhees, NJ 08043 · (856) 210-6779 · Financial planningCRD 122733 · % of assets, Performance-based fees · $176.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Voorhees? 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.