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Advisers in Allentown, PA

10 advisers in Allentown — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (6)Flat / fixed fees (8)Retirement plan consulting (3)

All advisers

A Better Way Financial, LLC6357 Airport Road · Allentown, PA 18109 · (610) 440-1700 · Financial planningCRD 304914 · % of assets, Fixed fees · $109.0 million AUMSEC registeredNo commissions reported Englebert Financial Advisers, LLC1275 Glenlivet Drive, Suite 335 · Allentown, PA 18106 · (484) 350-3301 · Financial planningCRD 300568 · % of assets, Hourly charges, Fixed fees · $156.6 million AUMSEC registeredNo commissions reported Erickson Financial Group, LLC1011 Brookside Road, Suite 165 · Allentown, PA 18106 · (484) 209-5270 · Financial planningCRD 299818 · % of assets, Hourly charges, Fixed fees · $198.9 million AUMSEC registeredNo commissions reported Gurniak Financial Advisors, INC.1005 Brookside Road, Suite 110 · Allentown, PA 18106 · (610) 398-0300 · Hourly feesCRD 119905 · % of assets, Hourly charges · $68.6 million AUMState registeredNo commissions reported Hamel Associates,inc.1150 Glenlivet Dr., Suite A-12 · Allentown, PA 18106 · (835) 282-2820 · Financial planningCRD 107128 · % of assets, Fixed fees · $548.3 million AUMSEC registeredNo commissions reported Liberty Asset Management3570 Hamilton Blvd., Suite 301 · Allentown, PA 18103 · (610) 398-7333 · Financial planningCRD 142094 · % of assets, Hourly charges, Fixed fees · $141.0 million AUMSEC registeredNo commissions reported Morton Brown Family Wealth LLC600 W. Hamilton Street, Suite 510 · Allentown, PA 18101 · (610) 709-5072 · Financial planningCRD 292278 · % of assets, Fixed fees · $483.5 million AUMSEC registeredNo commissions reported Northeast Financial Group, INC.3435 Winchester Road, Suite 102 · Allentown, PA 18104 · (570) 688-9898 · Financial planningCRD 122609 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported Roche Asset Management, LLC2686 S. Pike Avenue, Suite 200 · Allentown, PA 18103 · (610) 530-8042 · % of assets managedCRD 170528 · % of assets · $14.7 million AUMState registeredNo commissions reported Sector Analysts LLC6126 Hamilton Blvd., Suite 103 · Allentown, PA 18106 · (610) 945-8014 · Financial planningCRD 169789 · % of assets, Hourly charges, Fixed fees · $238.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Allentown? 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.