Fee-OnlyFinder

Advisers in Ambler, PA

6 advisers in Ambler — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Buoyant Wealth300 Brookside Ave., Building 4, Ste. 125 · Ambler, PA 19002 · (215) 600-2814 · Financial planningCRD 299529 · % of assets, Fixed fees · $24.6 million AUMState registeredNo commissions reportedDillon Capital Management809 N. Bethlehem Pike, Ste. F1 · Ambler, PA 19002 · (215) 367-5365 · % of assets managedCRD 159420 · % of assets · $83.6 million AUMState registeredNo commissions reportedKeitz Investment Management LTD.1126 Horsham Road, Suite 110 · Ambler, PA 19002 · (215) 887-5100 · Hourly feesCRD 123770 · % of assets, Hourly charges · $16.0 million AUMState registeredNo commissions reportedLansing Street Advisors124 S Maple Street, Suite 325 · Ambler, PA 19002 · (215) 718-2063 · Financial planningCRD 306882 · % of assets, Fixed fees · $555.0 million AUMSEC registeredNo commissions reportedRational Capital Advisors LLC300 Brookside Avenue, Suite 125 · Ambler, PA 19002 · (917) 836-1686 · Financial planningCRD 323531 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reportedValley Financial Group311 Lindenwold Ave · Ambler, PA 19002 · (215) 947-9190 · Financial planningCRD 312254 · % of assets, Hourly charges, Fixed fees · $287.2 million AUMSEC registeredNo commissions reported
Talking to advisers in Ambler? 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.